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 		$104K Buy
3,900
+3,600
+1,200% +$77.8K ﹤0.01% 5502
2026
Q1 		$6.58K Buy
+300
New +$6.49K ﹤0.01% 7702
2025
Q4 		– Sell
-9,100
Closed -$256K – 10370
2025
Q3 		$256K Buy
9,100
+8,000
+727% +$278K ﹤0.01% 4654
2025
Q2 		$47K Sell
1,100
-1,500
-58% -$60.9K ﹤0.01% 6000
2025
Q1 		$116K Sell
2,600
-1,300
-33% -$52.9K ﹤0.01% 4912
2024
Q4 		$151K Sell
3,900
-6,300
-62% -$294K ﹤0.01% 4785
2024
Q3 		$507K Buy
10,200
+6,500
+176% +$283K ﹤0.01% 3579
2024
Q2 		$131K Buy
3,700
+2,100
+131% +$65K ﹤0.01% 5084
2024
Q1 		$46K Buy
1,600
+900
+129% +$23.6K ﹤0.01% 6348
2023
Q4 		$16K Sell
700
-10,300
-94% -$219K ﹤0.01% 7111
2023
Q3 		$255K Buy
11,000
+500
+5% +$12.5K ﹤0.01% 4103
2023
Q2 		$260K Buy
+10,500
New +$249K ﹤0.01% 4003
2023
Q1 		– Sell
-300
Closed -$7K – 10318
2022
Q4 		$7K Hold
300
– – ﹤0.01% 7872
2022
Q3 		$7K Sell
300
-700
-70% -$19.9K ﹤0.01% 8586
2022
Q2 		$24K Buy
1,000
+800
+400% +$19.4K ﹤0.01% 7416
2022
Q1 		$5K Sell
200
-9,400
-98% -$271K ﹤0.01% 9470
2021
Q4 		$346K Buy
9,600
+9,500
+9,500% +$351K ﹤0.01% 4346
2021
Q3 		$2K Hold
100
– – ﹤0.01% 9578
2021
Q2 		$2K Buy
100
+99
+9,900% +$2.69K ﹤0.01% 9756
2021
Q1 		$2K Buy
+1
New +$27 ﹤0.01% 8500

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. 228 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.
  • 228 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.