State of Wisconsin Investment Board
BWIN

State of Wisconsin Investment Board’s Baldwin Insurance Group BWIN Stock Holding History

State of Wisconsin Investment Board’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
Q1 		$8.07M Sell
367,911
-19,567
-5% -$423K 0.02% 771
2025
Q4 		$9.31M Buy
387,478
+24,139
+7% +$615K 0.02% 715
2025
Q3 		$10.2M Sell
363,339
-3,523
-1% -$122K 0.02% 630
2025
Q2 		$15.7M Buy
366,862
+616
+0.2% +$25K 0.04% 423
2025
Q1 		$16.4M Sell
366,246
-2,876
-0.8% -$117K 0.04% 383
2024
Q4 		$14.3M Buy
369,122
+31,130
+9% +$1.45M 0.04% 462
2024
Q3 		$16.8M Sell
337,992
-65,320
-16% -$2.84M 0.04% 410
2024
Q2 		$14.3M Sell
403,312
-18,451
-4% -$571K 0.04% 431
2024
Q1 		$12.2M Sell
421,763
-50,854
-11% -$1.34M 0.03% 522
2023
Q4 		$11.4M Buy
472,617
+64,278
+16% +$1.37M 0.03% 539
2023
Q3 		$9.49M Sell
408,339
-26,729
-6% -$669K 0.03% 588
2023
Q2 		$10.8M Sell
435,068
-2,833
-0.6% -$67.1K 0.03% 568
2023
Q1 		$11.1M Sell
437,901
-77,908
-15% -$2.16M 0.03% 532
2022
Q4 		$13M Sell
515,809
-3,503
-0.7% -$96.5K 0.04% 447
2022
Q3 		$13.7M Sell
519,312
-25,984
-5% -$740K 0.04% 424
2022
Q2 		$13.2M Buy
545,296
+11,696
+2% +$284K 0.03% 507
2022
Q1 		$14.3M Hold
533,600
– – 0.03% 598
2021
Q4 		$19.3M Hold
533,600
– – 0.04% 494
2021
Q3 		$17.8M Sell
533,600
-12,000
-2% -$376K 0.04% 510
2021
Q2 		$14.5M Hold
545,600
– – 0.03% 587
2021
Q1 		$14.9M Buy
545,600
+9,700
+2% +$264K 0.03% 565
2020
Q4 		$16.1M Sell
535,900
-64,100
-11% -$1.85M 0.04% 485
2020
Q3 		$14.9M Hold
600,000
– – 0.04% 470
2020
Q2 		$10.4M Hold
600,000
– – 0.03% 579
2020
Q1 		$6.33M Hold
600,000
– – 0.02% 679
2019
Q4 		$9.63M Buy
+600,000
New +$9.57M 0.02% 694

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State of Wisconsin Investment Board's BWIN Position: Q1 2026 in Review

State of Wisconsin Investment Board reduced its Baldwin Insurance Group (BWIN) stake by 5% in Q1 2026, selling an estimated $423K and leaving 367,911 shares worth $8.07M. The position accounts for 0.02% of the portfolio, ranked #771.

State of Wisconsin Investment Board first reported a position in BWIN in Q4 2019 and has held it in 26 quarters since. The position peaked at $19.3M in Q4 2021. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

  • State of Wisconsin Investment Board held 367,911 shares of Baldwin Insurance Group worth $8.07M as of Q1 2026.
  • State of Wisconsin Investment Board sold 19,567 Baldwin Insurance Group shares in Q1 2026, an estimated $423K.
  • Baldwin Insurance Group made up 0.02% of State of Wisconsin Investment Board's portfolio in Q1 2026, its #771 holding.
  • State of Wisconsin Investment Board first reported a position in Baldwin Insurance Group in Q4 2019 and has held it in 26 quarters since.
  • State of Wisconsin Investment Board's Baldwin Insurance Group position peaked at $19.3M in Q4 2021.
  • 218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on State of Wisconsin Investment Board's 13F filing for Q1 2026, filed 15 May 2026.