Stifel Financial
BWIN

Stifel Financial’s Baldwin Insurance Group BWIN Stock Holding History

Stifel Financial’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 		$584K Buy
26,633
+3,666
+16% +$79.3K ﹤0.01% 2776
2025
Q4 		$552K Buy
22,967
+589
+3% +$15K ﹤0.01% 2804
2025
Q3 		$631K Sell
22,378
-1,046
-4% -$36.3K ﹤0.01% 2672
2025
Q2 		$1M Buy
23,424
+15,156
+183% +$615K ﹤0.01% 2330
2025
Q1 		$369K Buy
+8,268
New +$337K ﹤0.01% 2870

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 $544B AUM 28.31% 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

Stifel Financial's BWIN Position: Q1 2026 in Review

Stifel Financial increased its Baldwin Insurance Group (BWIN) stake by 16% in Q1 2026, buying an estimated $79.3K and bringing the position to 26,633 shares worth $584K. The position accounts for ﹤0.01% of the portfolio, ranked #2776.

Stifel Financial first reported a position in BWIN in Q1 2025 and has held it in 5 quarters since. The position peaked at $1M in Q2 2025. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

  • Stifel Financial held 26,633 shares of Baldwin Insurance Group worth $584K as of Q1 2026.
  • Stifel Financial bought 3,666 Baldwin Insurance Group shares in Q1 2026, an estimated $79.3K.
  • Baldwin Insurance Group made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2776 holding.
  • Stifel Financial first reported a position in Baldwin Insurance Group in Q1 2025 and has held it in 5 quarters since.
  • Stifel Financial's Baldwin Insurance Group position peaked at $1M in Q2 2025.
  • 218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.