SS
BWIN

SBI Securities’s Baldwin Insurance Group BWIN Stock Holding History

SBI Securities’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 		$106 Buy
4
+1
+33% +$22 ﹤0.01% 3497
2026
Q1 		$66 Hold
3
– – ﹤0.01% 3521
2025
Q4 		$72 Hold
3
– – ﹤0.01% 3512
2025
Q3 		$85 Buy
+3
New +$104 ﹤0.01% 3568

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SBI Securities's BWIN Position: Q2 2026 in Review

SBI Securities increased its Baldwin Insurance Group (BWIN) stake by 33% in Q2 2026, buying an estimated $22 and bringing the position to 4 shares worth $106. The position accounts for ﹤0.01% of the portfolio, ranked #3497.

SBI Securities first reported a position in BWIN in Q3 2025 and has held it in 4 quarters since. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • SBI Securities held 4 shares of Baldwin Insurance Group worth $106 as of Q2 2026.
  • SBI Securities bought 1 Baldwin Insurance Group share in Q2 2026, an estimated $22.
  • Baldwin Insurance Group made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3497 holding.
  • SBI Securities first reported a position in Baldwin Insurance Group in Q3 2025 and has held it in 4 quarters since.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.