Squarepoint’s Baldwin Insurance Group BWIN Stock Holding History

Squarepoint’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 Q3	$5.6M	Buy	+176,017	New	+$5.19M	0.01%	1374
2025 Q1	–	Sell	-53,700	Closed	-$2.08M	–	5583
2024 Q4	$2.08M	Buy	53,700 +36,307	+209%	+$1.69M	﹤0.01%	2376
2024 Q3	$866K	Sell	17,393 -7,823	-31%	-$340K	﹤0.01%	2708
2024 Q2	$894K	Buy	+25,216	New	+$780K	﹤0.01%	2642
2024 Q1	–	Sell	-36,988	Closed	-$888K	–	4710
2023 Q4	$888K	Buy	+36,988	New	+$786K	﹤0.01%	2611
2022 Q3	–	Sell	-21,879	Closed	-$528K	–	3531
2022 Q2	$528K	Sell	21,879 -15,647	-42%	-$380K	﹤0.01%	1988
2022 Q1	$1.01M	Buy	37,526 +14,904	+66%	+$429K	﹤0.01%	1586
2021 Q4	$817K	Buy	+22,622	New	+$836K	﹤0.01%	1825
2021 Q3	–	Sell	-33,962	Closed	-$905K	–	3520
2021 Q2	$905K	Sell	33,962 -10,198	-23%	-$277K	﹤0.01%	1701
2021 Q1	$1.2M	Buy	44,160 +15,792	+56%	+$429K	0.01%	1372
2020 Q4	$850K	Buy	28,368 +11,691	+70%	+$338K	0.01%	1448
2020 Q3	$415K	Buy	16,677 +2,638	+19%	+$57.1K	0.01%	1571
2020 Q2	$242K	Buy	+14,039	New	+$169K	﹤0.01%	1724

Other funds holding BWIN

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors Tampa, Florida $679M AUM 26.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Squarepoint's BWIN Position: Q3 2026 in Review

Squarepoint opened a new position in Baldwin Insurance Group (BWIN) in Q3 2026: 176,017 shares worth $5.6M. The stake represents 0.01% of the portfolio and ranks #1374 among its holdings. This is a return to the name: Squarepoint previously reported a position in BWIN as recently as Q4 2024.

Squarepoint first reported a position in BWIN in Q2 2020 and has held it in 13 quarters since. 152 funds tracked by Wall St. Rank hold BWIN as of Q3 2026.

Squarepoint held 176,017 shares of Baldwin Insurance Group worth $5.6M as of Q3 2026.
Baldwin Insurance Group was a new Squarepoint position in Q3 2026.
Baldwin Insurance Group made up 0.01% of Squarepoint's portfolio in Q3 2026, its #1374 holding.
Squarepoint first reported a position in Baldwin Insurance Group in Q2 2020 and has held it in 13 quarters since.
152 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2026.

Based on Squarepoint's 13F filing for Q3 2026, filed 9 Nov 2026.