TRCT
BWIN

Tower Research Capital (TRC)’s Baldwin Insurance Group BWIN Stock Holding History

Tower Research Capital (TRC)’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 		$109K Sell
4,086
-5,568
-58% -$120K ﹤0.01% 2127
2026
Q1 		$212K Buy
9,654
+1,698
+21% +$36.7K 0.01% 1573
2025
Q4 		$191K Buy
7,956
+4,804
+152% +$122K ﹤0.01% 1465
2025
Q3 		$88.9K Sell
3,152
-6,458
-67% -$224K ﹤0.01% 2094
2025
Q2 		$411K Buy
9,610
+7,111
+285% +$289K 0.01% 1150
2025
Q1 		$112K Buy
2,499
+300
+14% +$12.2K ﹤0.01% 1712
2024
Q4 		$85.2K Buy
2,199
+1,623
+282% +$75.7K ﹤0.01% 2240
2024
Q3 		$28.7K Sell
576
-8,666
-94% -$377K ﹤0.01% 3030
2024
Q2 		$328K Buy
9,242
+9,186
+16,404% +$284K 0.01% 1684
2024
Q1 		$1.62K Sell
56
-15,729
-100% -$413K ﹤0.01% 5227
2023
Q4 		$379K Buy
15,785
+13,777
+686% +$293K ﹤0.01% 1598
2023
Q3 		$46.6K Sell
2,008
-746
-27% -$18.7K ﹤0.01% 2607
2023
Q2 		$68.2K Buy
2,754
+1,258
+84% +$29.8K ﹤0.01% 2323
2023
Q1 		$38K Sell
1,496
-634
-30% -$17.6K ﹤0.01% 2766
2022
Q4 		$53K Sell
2,130
-5,818
-73% -$160K ﹤0.01% 2309
2022
Q3 		$209K Buy
7,948
+5,651
+246% +$161K ﹤0.01% 1892
2022
Q2 		$55K Sell
2,297
-2,179
-49% -$53K ﹤0.01% 2801
2022
Q1 		$120K Buy
4,476
+1,484
+50% +$42.8K ﹤0.01% 2076
2021
Q4 		$108K Sell
2,992
-6,138
-67% -$227K ﹤0.01% 2180
2021
Q3 		$304K Buy
9,130
+1,706
+23% +$53.4K 0.01% 1396
2021
Q2 		$198K Buy
7,424
+2,208
+42% +$59.9K 0.01% 1934
2021
Q1 		$142K Buy
5,216
+1,248
+31% +$33.9K ﹤0.01% 2300
2020
Q4 		$119K Sell
3,968
-20,849
-84% -$603K ﹤0.01% 2183
2020
Q3 		$618K Buy
24,817
+21,222
+590% +$459K 0.01% 1454
2020
Q2 		$62K Buy
+3,595
New +$43.4K ﹤0.01% 2882

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

Tower Research Capital (TRC)'s BWIN Position: Q2 2026 in Review

Tower Research Capital (TRC) reduced its Baldwin Insurance Group (BWIN) stake by 58% in Q2 2026, selling an estimated $120K and leaving 4,086 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #2127.

Tower Research Capital (TRC) first reported a position in BWIN in Q2 2020 and has held it in 25 quarters since. The position peaked at $618K in Q3 2020. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Tower Research Capital (TRC) held 4,086 shares of Baldwin Insurance Group worth $109K as of Q2 2026.
  • Tower Research Capital (TRC) sold 5,568 Baldwin Insurance Group shares in Q2 2026, an estimated $120K.
  • Baldwin Insurance Group made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q2 2026, its #2127 holding.
  • Tower Research Capital (TRC) first reported a position in Baldwin Insurance Group in Q2 2020 and has held it in 25 quarters since.
  • Tower Research Capital (TRC)'s Baldwin Insurance Group position peaked at $618K in Q3 2020.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2026, filed 11 Aug 2026.