Steve Schonfeld’s Baldwin Insurance Group BWIN Stock Holding History

Steve Schonfeld’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	$210K	Buy	+7,916	New	+$171K	﹤0.01%	2171
2025 Q1	–	Sell	-12,540	Closed	-$486K	–	2549
2024 Q4	$486K	Buy	12,540 +5,040	+67%	+$235K	﹤0.01%	1418
2024 Q3	$374K	Buy	+7,500	New	+$326K	﹤0.01%	1550
2024 Q1	–	Sell	-21,400	Closed	-$514K	–	2475
2023 Q4	$514K	Buy	+21,400	New	+$455K	﹤0.01%	1279
2023 Q1	–	Sell	-20,100	Closed	-$505K	–	2746
2022 Q4	$505K	Buy	+20,100	New	+$554K	﹤0.01%	1521
2022 Q2	–	Sell	-21,000	Closed	-$563K	–	3082
2022 Q1	$563K	Buy	+21,000	New	+$605K	0.01%	1295
2021 Q3	–	Sell	-71,985	Closed	-$1.92M	–	2528
2021 Q2	$1.92M	Sell	71,985 -126,183	-64%	-$3.42M	0.02%	725
2021 Q1	$5.4M	Sell	198,168 -183,408	-48%	-$4.99M	0.07%	401
2020 Q4	$11.4M	Buy	+381,576	New	+$11M	0.15%	181
2020 Q3	–	Sell	-50,000	Closed	-$864K	–	1719
2020 Q2	$864K	Buy	+50,000	New	+$603K	0.02%	646
2020 Q1	–	Sell	-273,236	Closed	-$4.38M	–	1585
2019 Q4	$4.38M	Buy	+273,236	New	+$4.36M	0.11%	215

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

Steve Schonfeld's BWIN Position: Q2 2026 in Review

Steve Schonfeld opened a new position in Baldwin Insurance Group (BWIN) in Q2 2026: 7,916 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #2171 among its holdings. This is a return to the name: Steve Schonfeld previously reported a position in BWIN as recently as Q4 2024.

Steve Schonfeld first reported a position in BWIN in Q4 2019 and has held it in 11 quarters since. The position peaked at $11.4M in Q4 2020. 226 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Steve Schonfeld held 7,916 shares of Baldwin Insurance Group worth $210K as of Q2 2026.
Baldwin Insurance Group was a new Steve Schonfeld position in Q2 2026.
Baldwin Insurance Group made up ﹤0.01% of Steve Schonfeld's portfolio in Q2 2026, its #2171 holding.
Steve Schonfeld first reported a position in Baldwin Insurance Group in Q4 2019 and has held it in 11 quarters since.
Steve Schonfeld's Baldwin Insurance Group position peaked at $11.4M in Q4 2020.
226 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.