Summit Creek Advisors’s Baldwin Insurance Group BWIN Stock Holding History

Summit Creek Advisors’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	$1.77M	Sell	66,487 -67,430	-50%	-$1.46M	0.6%	53
2026 Q1	$2.94M	Sell	133,917 -14,548	-10%	-$315K	0.6%	53
2025 Q4	$3.57M	Sell	148,465 -19,979	-12%	-$509K	0.56%	53
2025 Q3	$4.75M	Sell	168,444 -5,303	-3%	-$184K	0.69%	52
2025 Q2	$7.44M	Sell	173,747 -7,395	-4%	-$300K	1.04%	41
2025 Q1	$8.1M	Buy	+181,142	New	+$7.38M	1.18%	41

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

Summit Creek Advisors's BWIN Position: Q2 2026 in Review

Summit Creek Advisors reduced its Baldwin Insurance Group (BWIN) stake by 50% in Q2 2026, selling an estimated $1.46M and leaving 66,487 shares worth $1.77M. The position accounts for 0.6% of the portfolio, ranked #53.

Summit Creek Advisors first reported a position in BWIN in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.1M in Q1 2025. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Summit Creek Advisors held 66,487 shares of Baldwin Insurance Group worth $1.77M as of Q2 2026.
Summit Creek Advisors sold 67,430 Baldwin Insurance Group shares in Q2 2026, an estimated $1.46M.
Baldwin Insurance Group made up 0.6% of Summit Creek Advisors's portfolio in Q2 2026, its #53 holding.
Summit Creek Advisors first reported a position in Baldwin Insurance Group in Q1 2025 and has held it in 6 quarters since.
Summit Creek Advisors's Baldwin Insurance Group position peaked at $8.1M in Q1 2025.
227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Summit Creek Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.