SIC
BWIN

SJS Investment Consulting’s Baldwin Insurance Group BWIN Stock Holding History

SJS Investment Consulting’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 		$745 Buy
+28
New +$605 ﹤0.01% 2127
2025
Q3 		– Sell
-2
Closed -$86 – 1701
2025
Q2 		$86 Hold
2
– – ﹤0.01% 1487
2025
Q1 		$90 Buy
+2
New +$81 ﹤0.01% 1530

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

SJS Investment Consulting's BWIN Position: Q2 2026 in Review

SJS Investment Consulting opened a new position in Baldwin Insurance Group (BWIN) in Q2 2026: 28 shares worth $745. The stake represents ﹤0.01% of the portfolio and ranks #2127 among its holdings. This is a return to the name: SJS Investment Consulting previously reported a position in BWIN as recently as Q2 2025.

SJS Investment Consulting first reported a position in BWIN in Q1 2025 and has held it in 3 quarters since. 228 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • SJS Investment Consulting held 28 shares of Baldwin Insurance Group worth $745 as of Q2 2026.
  • Baldwin Insurance Group was a new SJS Investment Consulting position in Q2 2026.
  • Baldwin Insurance Group made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #2127 holding.
  • SJS Investment Consulting first reported a position in Baldwin Insurance Group in Q1 2025 and has held it in 3 quarters since.
  • 228 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.