Simplex Trading
BWIN

Simplex Trading’s Baldwin Insurance Group BWIN Stock Holding History

Simplex Trading’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 		– Sell
-48
Closed -$1.04K – 10504
2026
Q1 		$1.05K Buy
+48
New +$1.04K ﹤0.01% 8584
2025
Q4 		– Sell
-1,263
Closed -$35K – 10371
2025
Q3 		$35K Buy
+1,263
New +$43.9K ﹤0.01% 6829
2025
Q1 		– Sell
-298
Closed -$12.1K – 9908
2024
Q4 		$11K Buy
+298
New +$13.9K ﹤0.01% 7159
2023
Q1 		– Sell
-73
Closed -$1K – 10319
2022
Q4 		$1K Buy
+73
New +$2.01K ﹤0.01% 8965
2022
Q3 		– Sell
-68
Closed -$1.94K – 11057
2022
Q2 		$1K Sell
68
-11,946
-99% -$290K ﹤0.01% 9714
2022
Q1 		$322K Buy
+12,014
New +$346K ﹤0.01% 4442
2021
Q4 		– Sell
-427
Closed -$15.8K – 11627
2021
Q3 		$11K Hold
427
– – ﹤0.01% 8891
2021
Q2 		$11K Sell
427
-4,220
-91% -$114K ﹤0.01% 9059
2021
Q1 		$126K Buy
+4,647
New +$126K ﹤0.01% 5418

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

Simplex Trading's BWIN Position: Q2 2026 in Review

Simplex Trading sold out of Baldwin Insurance Group (BWIN) in Q2 2026, closing a stake of 48 shares — an estimated $1.04K sold.

Simplex Trading first reported a position in BWIN in Q1 2021 and held it in 9 quarters. The position peaked at $322K in Q1 2022. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Simplex Trading reported no remaining Baldwin Insurance Group position as of Q2 2026 after selling out during the quarter.
  • Simplex Trading sold 48 Baldwin Insurance Group shares in Q2 2026, an estimated $1.04K.
  • Simplex Trading first reported a position in Baldwin Insurance Group in Q1 2021 and held it in 9 quarters.
  • Simplex Trading's Baldwin Insurance Group position peaked at $322K in Q1 2022.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.