T. Rowe Price Associates
BWIN

T. Rowe Price Associates’s Baldwin Insurance Group BWIN Stock Holding History

T. Rowe Price Associates’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 		$3.34M Sell
125,590
-90,340
-42% -$1.95M ﹤0.01% 1757
2026
Q1 		$4.74M Buy
215,930
+61,804
+40% +$1.34M ﹤0.01% 1442
2025
Q4 		$3.71M Buy
154,126
+90,700
+143% +$2.31M ﹤0.01% 1499
2025
Q3 		$1.79M Buy
63,426
+4,713
+8% +$164K ﹤0.01% 1780
2025
Q2 		$2.51M Buy
58,713
+5,570
+10% +$226K ﹤0.01% 1548
2025
Q1 		$2.38M Buy
53,143
+3,770
+8% +$154K ﹤0.01% 1530
2024
Q4 		$1.91M Sell
49,373
-272,101
-85% -$12.7M ﹤0.01% 1673
2024
Q3 		$16M Sell
321,474
-441,630
-58% -$19.2M ﹤0.01% 1040
2024
Q2 		$27.1M Buy
763,104
+734,098
+2,531% +$22.7M ﹤0.01% 880
2024
Q1 		$840K Buy
29,006
+14,212
+96% +$373K ﹤0.01% 1986
2023
Q4 		$356K Sell
14,794
-331,239
-96% -$7.04M ﹤0.01% 2326
2023
Q3 		$8.04M Sell
346,033
-139,337
-29% -$3.49M ﹤0.01% 1101
2023
Q2 		$12M Buy
485,370
+504
+0.1% +$11.9K ﹤0.01% 1046
2023
Q1 		$12.3M Buy
484,866
+1,671
+0.3% +$46.4K ﹤0.01% 1019
2022
Q4 		$12.1M Buy
483,195
+4,416
+0.9% +$122K ﹤0.01% 1022
2022
Q3 		$12.6M Sell
478,779
-4,836,549
-91% -$138M ﹤0.01% 1023
2022
Q2 		$128M Sell
5,315,328
-134,335
-2% -$3.27M 0.02% 588
2022
Q1 		$146M Buy
5,449,663
+629,228
+13% +$18.1M 0.01% 624
2021
Q4 		$174M Sell
4,820,435
-50,564
-1% -$1.87M 0.02% 595
2021
Q3 		$162M Buy
4,870,999
+1,132,217
+30% +$35.5M 0.02% 619
2021
Q2 		$99.6M Buy
3,738,782
+669,997
+22% +$18.2M 0.01% 779
2021
Q1 		$83.6M Buy
3,068,785
+658,208
+27% +$17.9M 0.01% 828
2020
Q4 		$72.2M Buy
2,410,577
+551,726
+30% +$16M 0.01% 834
2020
Q3 		$46.3M Buy
1,858,851
+93,978
+5% +$2.03M 0.01% 896
2020
Q2 		$30.5M Buy
1,764,873
+1,354,685
+330% +$16.4M ﹤0.01% 1008
2020
Q1 		$4.33M Buy
+410,188
New +$6.24M ﹤0.01% 1358

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 $3.37T AUM 44.26% 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

T. Rowe Price Associates's BWIN Position: Q2 2026 in Review

T. Rowe Price Associates reduced its Baldwin Insurance Group (BWIN) stake by 42% in Q2 2026, selling an estimated $1.95M and leaving 125,590 shares worth $3.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1757.

T. Rowe Price Associates first reported a position in BWIN in Q1 2020 and has held it in 26 quarters since. The position peaked at $174M in Q4 2021. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • T. Rowe Price Associates held 125,590 shares of Baldwin Insurance Group worth $3.34M as of Q2 2026.
  • T. Rowe Price Associates sold 90,340 Baldwin Insurance Group shares in Q2 2026, an estimated $1.95M.
  • Baldwin Insurance Group made up ﹤0.01% of T. Rowe Price Associates's portfolio in Q2 2026, its #1757 holding.
  • T. Rowe Price Associates first reported a position in Baldwin Insurance Group in Q1 2020 and has held it in 26 quarters since.
  • T. Rowe Price Associates's Baldwin Insurance Group position peaked at $174M in Q4 2021.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on T. Rowe Price Associates's 13F filing for Q2 2026, filed 14 Aug 2026.