S
BWIN

SignatureFD’s Baldwin Insurance Group BWIN Stock Holding History

SignatureFD’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 		$27.6K Sell
1,040
-248
-19% -$5.36K ﹤0.01% 2192
2026
Q1 		$28.3K Buy
1,288
+310
+32% +$6.7K ﹤0.01% 2042
2025
Q4 		$23.5K Buy
978
+496
+103% +$12.6K ﹤0.01% 2045
2025
Q3 		$13.6K Buy
482
+412
+589% +$14.3K ﹤0.01% 2287
2025
Q2 		$3K Sell
70
-390
-85% -$15.8K ﹤0.01% 2753
2025
Q1 		$20.6K Buy
460
+358
+351% +$14.6K ﹤0.01% 2040
2024
Q4 		$3.95K Sell
102
-627
-86% -$29.2K ﹤0.01% 2674
2024
Q3 		$36.3K Sell
729
-1,373
-65% -$59.7K ﹤0.01% 1755
2024
Q2 		$74.6K Hold
2,102
– – ﹤0.01% 1308
2024
Q1 		$60.8K Buy
2,102
+2,000
+1,961% +$52.5K ﹤0.01% 1440
2023
Q4 		$2.45K Sell
102
-105
-51% -$2.23K ﹤0.01% 2712
2023
Q3 		$4.81K Sell
207
-178
-46% -$4.45K ﹤0.01% 2512
2023
Q2 		$9.54K Buy
385
+241
+167% +$5.71K ﹤0.01% 2257
2023
Q1 		$3.67K Sell
144
-47
-25% -$1.3K ﹤0.01% 2623
2022
Q4 		$4.8K Buy
191
+41
+27% +$1.13K ﹤0.01% 2499
2022
Q3 		$4K Buy
+150
New +$4.27K ﹤0.01% 2581
2021
Q2 		– Sell
-43
Closed -$1K – 3085
2021
Q1 		$1K Sell
43
-3
-7% -$82 ﹤0.01% 2706
2020
Q4 		$1K Sell
46
-11
-19% -$318 ﹤0.01% 2503
2020
Q3 		$1K Sell
57
-13
-19% -$281 ﹤0.01% 2525
2020
Q2 		$1K Buy
70
+25
+56% +$302 ﹤0.01% 2413
2020
Q1 		$0 Hold
45
– – ﹤0.01% 2484
2019
Q4 		$1K Buy
+45
New +$718 ﹤0.01% 2128

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

SignatureFD's BWIN Position: Q2 2026 in Review

SignatureFD reduced its Baldwin Insurance Group (BWIN) stake by 19% in Q2 2026, selling an estimated $5.36K and leaving 1,040 shares worth $27.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2192.

SignatureFD first reported a position in BWIN in Q4 2019 and has held it in 22 quarters since. The position peaked at $74.6K in Q2 2024. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • SignatureFD held 1,040 shares of Baldwin Insurance Group worth $27.6K as of Q2 2026.
  • SignatureFD sold 248 Baldwin Insurance Group shares in Q2 2026, an estimated $5.36K.
  • Baldwin Insurance Group made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #2192 holding.
  • SignatureFD first reported a position in Baldwin Insurance Group in Q4 2019 and has held it in 22 quarters since.
  • SignatureFD's Baldwin Insurance Group position peaked at $74.6K in Q2 2024.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.