SG Americas Securities
BWIN

SG Americas Securities’s Baldwin Insurance Group BWIN Stock Holding History

SG Americas 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 		$923K Buy
34,725
+19,337
+126% +$418K ﹤0.01% 1929
2026
Q1 		$338K Sell
15,388
-264,382
-94% -$5.72M ﹤0.01% 2396
2025
Q4 		$6.72M Buy
+279,770
New +$7.12M 0.01% 957
2025
Q1 		– Sell
-10,195
Closed -$395K – 3819
2024
Q4 		$395K Sell
10,195
-8,046
-44% -$375K ﹤0.01% 1551
2024
Q3 		$908K Buy
+18,241
New +$793K ﹤0.01% 1153
2024
Q2 		– Sell
-3,592
Closed -$104K – 3379
2024
Q1 		$104K Sell
3,592
-1,053
-23% -$27.7K ﹤0.01% 2543
2023
Q4 		$112K Sell
4,645
-7,136
-61% -$152K ﹤0.01% 2685
2023
Q3 		$274K Buy
+11,781
New +$295K ﹤0.01% 2127
2023
Q2 		– Sell
-21,811
Closed -$555K – 3295
2023
Q1 		$555K Buy
+21,811
New +$606K 0.01% 1634
2022
Q4 		– Sell
-10,952
Closed -$289K – 3435
2022
Q3 		$289K Buy
+10,952
New +$312K ﹤0.01% 2021
2022
Q1 		– Sell
-4,437
Closed -$160K – 3525
2021
Q4 		$160K Sell
4,437
-13,000
-75% -$480K ﹤0.01% 2784
2021
Q3 		$580K Buy
+17,437
New +$546K ﹤0.01% 2363
2021
Q2 		– Sell
-7,158
Closed -$195K – 3293
2021
Q1 		$195K Buy
7,158
+3,162
+79% +$86K ﹤0.01% 2692
2020
Q4 		$120K Sell
3,996
-436
-10% -$12.6K ﹤0.01% 2941
2020
Q3 		$110K Sell
4,432
-6,373
-59% -$138K ﹤0.01% 2430
2020
Q2 		$187K Buy
+10,805
New +$130K ﹤0.01% 2914

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

SG Americas Securities's BWIN Position: Q2 2026 in Review

SG Americas Securities increased its Baldwin Insurance Group (BWIN) stake by 126% in Q2 2026, buying an estimated $418K and bringing the position to 34,725 shares worth $923K. The position accounts for ﹤0.01% of the portfolio, ranked #1929.

SG Americas Securities first reported a position in BWIN in Q2 2020 and has held it in 16 quarters since. The position peaked at $6.72M in Q4 2025. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • SG Americas Securities held 34,725 shares of Baldwin Insurance Group worth $923K as of Q2 2026.
  • SG Americas Securities bought 19,337 Baldwin Insurance Group shares in Q2 2026, an estimated $418K.
  • Baldwin Insurance Group made up ﹤0.01% of SG Americas Securities's portfolio in Q2 2026, its #1929 holding.
  • SG Americas Securities first reported a position in Baldwin Insurance Group in Q2 2020 and has held it in 16 quarters since.
  • SG Americas Securities's Baldwin Insurance Group position peaked at $6.72M in Q4 2025.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on SG Americas Securities's 13F filing for Q2 2026, filed 7 Aug 2026.