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Stone House Investment Management’s Baldwin Insurance Group BWIN Stock Holding History

Stone House Investment 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 		$5.18K Buy
+195
New +$4.22K ﹤0.01% 548
2026
Q1 		– Sell
-9
Closed -$216 – 1172
2025
Q4 		$216 Buy
+9
New +$229 ﹤0.01% 797

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stone House Investment Management's BWIN Position: Q2 2026 in Review

Stone House Investment Management opened a new position in Baldwin Insurance Group (BWIN) in Q2 2026: 195 shares worth $5.18K. The stake represents ﹤0.01% of the portfolio and ranks #548 among its holdings. This is a return to the name: Stone House Investment Management previously reported a position in BWIN as recently as Q4 2025.

Stone House Investment Management first reported a position in BWIN in Q4 2025 and has held it in 2 quarters since. 228 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Stone House Investment Management held 195 shares of Baldwin Insurance Group worth $5.18K as of Q2 2026.
  • Baldwin Insurance Group was a new Stone House Investment Management position in Q2 2026.
  • Baldwin Insurance Group made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #548 holding.
  • Stone House Investment Management first reported a position in Baldwin Insurance Group in Q4 2025 and has held it in 2 quarters since.
  • 228 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.