Sterling Capital Management’s Baldwin Insurance Group BWIN Stock Holding History

Sterling Capital Management’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	$9.14K	Sell	344 -276	-45%	-$5.97K	﹤0.01%	2271
2026 Q1	$13.6K	Buy	620 +153	+33%	+$3.31K	﹤0.01%	2213
2025 Q4	$11.2K	Buy	467 +297	+175%	+$7.56K	﹤0.01%	2548
2025 Q3	$4.8K	Hold	170	–	–	﹤0.01%	2777
2025 Q2	$7.28K	Buy	170 +99	+139%	+$4.02K	﹤0.01%	2309
2025 Q1	$3.17K	Buy	71 +3	+4%	+$122	﹤0.01%	2386
2024 Q4	$2.64K	Hold	68	–	–	﹤0.01%	2702
2024 Q3	$3.39K	Buy	+68	New	+$2.96K	﹤0.01%	1930

Other funds holding BWIN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sterling Capital Management's BWIN Position: Q2 2026 in Review

Sterling Capital Management reduced its Baldwin Insurance Group (BWIN) stake by 45% in Q2 2026, selling an estimated $5.97K and leaving 344 shares worth $9.14K. The position accounts for ﹤0.01% of the portfolio, ranked #2271.

Sterling Capital Management first reported a position in BWIN in Q3 2024 and has held it in 8 quarters since. The position peaked at $13.6K in Q1 2026. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Sterling Capital Management held 344 shares of Baldwin Insurance Group worth $9.14K as of Q2 2026.
Sterling Capital Management sold 276 Baldwin Insurance Group shares in Q2 2026, an estimated $5.97K.
Baldwin Insurance Group made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #2271 holding.
Sterling Capital Management first reported a position in Baldwin Insurance Group in Q3 2024 and has held it in 8 quarters since.
Sterling Capital Management's Baldwin Insurance Group position peaked at $13.6K in Q1 2026.
227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.