Swiss National Bank
BWIN

Swiss National Bank’s Baldwin Insurance Group BWIN Stock Holding History

Swiss National Bank’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 		$3.09M Hold
140,700
– – ﹤0.01% 1621
2025
Q4 		$3.38M Buy
140,700
+3,700
+3% +$94.2K ﹤0.01% 1587
2025
Q3 		$3.86M Buy
137,000
+6,800
+5% +$236K ﹤0.01% 1466
2025
Q2 		$5.57M Sell
130,200
-1,000
-0.8% -$40.6K ﹤0.01% 1233
2025
Q1 		$5.86M Hold
131,200
– – ﹤0.01% 1174
2024
Q4 		$5.09M Buy
131,200
+2,000
+2% +$93.3K ﹤0.01% 1322
2024
Q3 		$6.43M Buy
129,200
+1,900
+1% +$82.6K ﹤0.01% 1175
2024
Q2 		$4.52M Buy
127,300
+6,700
+6% +$207K ﹤0.01% 1331
2024
Q1 		$3.49M Buy
120,600
+1,200
+1% +$31.5K ﹤0.01% 1523
2023
Q4 		$2.87M Sell
119,400
-20,700
-15% -$440K ﹤0.01% 1638
2023
Q3 		$3.25M Buy
140,100
+5,000
+4% +$125K ﹤0.01% 1538
2023
Q2 		$3.35M Buy
135,100
+2,500
+2% +$59.2K ﹤0.01% 1561
2023
Q1 		$3.38M Sell
132,600
-12,900
-9% -$358K ﹤0.01% 1510
2022
Q4 		$3.66M Buy
145,500
+5,400
+4% +$149K ﹤0.01% 1507
2022
Q3 		$3.69M Buy
140,100
+5,500
+4% +$157K ﹤0.01% 1468
2022
Q2 		$3.25M Hold
134,600
– – ﹤0.01% 1591
2022
Q1 		$3.61M Buy
134,600
+12,800
+11% +$369K ﹤0.01% 1657
2021
Q4 		$4.4M Hold
121,800
– – ﹤0.01% 1545
2021
Q3 		$4.05M Buy
121,800
+30,900
+34% +$968K ﹤0.01% 1613
2021
Q2 		$2.42M Sell
90,900
-1,900
-2% -$51.5K ﹤0.01% 1978
2021
Q1 		$2.53M Buy
92,800
+1,100
+1% +$29.9K ﹤0.01% 1876
2020
Q4 		$2.75M Buy
+91,700
New +$2.65M ﹤0.01% 1729

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

Swiss National Bank's BWIN Position: Q1 2026 in Review

Swiss National Bank held its Baldwin Insurance Group (BWIN) position steady in Q1 2026 at 140,700 shares worth $3.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1621.

Swiss National Bank first reported a position in BWIN in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.43M in Q3 2024. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

  • Swiss National Bank held 140,700 shares of Baldwin Insurance Group worth $3.09M as of Q1 2026.
  • Swiss National Bank left its Baldwin Insurance Group share count unchanged in Q1 2026.
  • Baldwin Insurance Group made up ﹤0.01% of Swiss National Bank's portfolio in Q1 2026, its #1621 holding.
  • Swiss National Bank first reported a position in Baldwin Insurance Group in Q4 2020 and has held it in 22 quarters since.
  • Swiss National Bank's Baldwin Insurance Group position peaked at $6.43M in Q3 2024.
  • 218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on Swiss National Bank's 13F filing for Q1 2026, filed 7 May 2026.