T. Rowe Price Investment Management
BWIN

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

T. Rowe Price 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
Q1 		$34.5M Buy
1,572,803
+417,244
+36% +$9.02M 0.02% 402
2025
Q4 		$27.8M Sell
1,155,559
-1,845,451
-61% -$47M 0.02% 446
2025
Q3 		$84.7M Sell
3,001,010
-235,255
-7% -$8.17M 0.05% 294
2025
Q2 		$139M Buy
3,236,265
+3,744
+0.1% +$152K 0.09% 224
2025
Q1 		$144M Buy
3,232,521
+1,238,650
+62% +$50.4M 0.1% 219
2024
Q4 		$77.3M Buy
1,993,871
+1,110,444
+126% +$51.8M 0.05% 335
2024
Q3 		$44M Buy
883,427
+396,676
+81% +$17.2M 0.03% 420
2024
Q2 		$17.3M Sell
486,751
-27,994
-5% -$866K 0.01% 513
2024
Q1 		$14.9M Buy
514,745
+764
+0.1% +$20.1K 0.01% 516
2023
Q4 		$12.3M Sell
513,981
-75,317
-13% -$1.6M 0.01% 505
2023
Q3 		$13.7M Sell
589,298
-1,063,422
-64% -$26.6M 0.01% 505
2023
Q2 		$41M Sell
1,652,720
-2,371,498
-59% -$56.2M 0.03% 399
2023
Q1 		$102M Sell
4,024,218
-726,739
-15% -$20.2M 0.07% 258
2022
Q4 		$119M Sell
4,750,957
-528,728
-10% -$14.6M 0.09% 223
2022
Q3 		$139M Buy
+5,279,685
New +$150M 0.11% 187

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 $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management's BWIN Position: Q1 2026 in Review

T. Rowe Price Investment Management increased its Baldwin Insurance Group (BWIN) stake by 36% in Q1 2026, buying an estimated $9.02M and bringing the position to 1,572,803 shares worth $34.5M. The position accounts for 0.02% of the portfolio, ranked #402.

T. Rowe Price Investment Management first reported a position in BWIN in Q3 2022 and has held it in 15 quarters since. The position peaked at $144M in Q1 2025. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

  • T. Rowe Price Investment Management held 1,572,803 shares of Baldwin Insurance Group worth $34.5M as of Q1 2026.
  • T. Rowe Price Investment Management bought 417,244 Baldwin Insurance Group shares in Q1 2026, an estimated $9.02M.
  • Baldwin Insurance Group made up 0.02% of T. Rowe Price Investment Management's portfolio in Q1 2026, its #402 holding.
  • T. Rowe Price Investment Management first reported a position in Baldwin Insurance Group in Q3 2022 and has held it in 15 quarters since.
  • T. Rowe Price Investment Management's Baldwin Insurance Group position peaked at $144M in Q1 2025.
  • 218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on T. Rowe Price Investment Management's 13F filing for Q1 2026, filed 15 May 2026.