Sapient Capital’s Baldwin Insurance Group BWIN Stock Holding History

Sapient Capital’s Portfolio BWIN Stock Details BWIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.33M	Hold	50,000	–	–	0.02%	179
2026 Q1	$1.1M	Hold	50,000	–	–	0.02%	195
2025 Q4	$1.27M	Hold	50,000	–	–	0.02%	184
2025 Q3	$1.4M	Hold	50,000	–	–	0.02%	168
2025 Q2	$2.14M	Hold	50,000	–	–	0.04%	138
2025 Q1	$2.23M	Buy	+50,000	New	+$2.04M	0.04%	138

Other funds holding BWIN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sapient Capital's BWIN Position: Q2 2026 in Review

Sapient Capital held its Baldwin Insurance Group (BWIN) position steady in Q2 2026 at 50,000 shares worth $1.33M. The position accounts for 0.02% of the portfolio, ranked #179.

Sapient Capital first reported a position in BWIN in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.23M in Q1 2025. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Sapient Capital held 50,000 shares of Baldwin Insurance Group worth $1.33M as of Q2 2026.
Sapient Capital left its Baldwin Insurance Group share count unchanged in Q2 2026.
Baldwin Insurance Group made up 0.02% of Sapient Capital's portfolio in Q2 2026, its #179 holding.
Sapient Capital first reported a position in Baldwin Insurance Group in Q1 2025 and has held it in 6 quarters since.
Sapient Capital's Baldwin Insurance Group position peaked at $2.23M in Q1 2025.
227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.