Tributary Capital Management’s Baldwin Insurance Group BWIN Stock Holding History

Tributary Capital 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 Q2	$9.51M	Sell	357,734 -10,634	-3%	-$230K	0.78%	60
2026 Q1	$8.08M	Sell	368,368 -9,850	-3%	-$213K	0.78%	58
2025 Q4	$9.09M	Sell	378,218 -29,508	-7%	-$751K	0.9%	55
2025 Q3	$11.5M	Sell	407,726 -15,879	-4%	-$551K	1.04%	49
2025 Q2	$18.1M	Sell	423,605 -31,919	-7%	-$1.3M	1.61%	23
2025 Q1	$20.4M	Sell	455,524 -16,285	-3%	-$663K	1.78%	20
2024 Q4	$18.3M	Sell	471,809 -824	-0.2%	-$38.4K	1.42%	36
2024 Q3	$23.5M	Sell	472,633 -2,344	-0.5%	-$102K	1.83%	20
2024 Q2	$16.8M	Buy	474,977 +1,394	+0.3%	+$43.1K	1.4%	37
2024 Q1	$13.7M	Buy	473,583 +4,278	+0.9%	+$112K	1.12%	50
2023 Q4	$11.3M	Buy	469,305 +48,980	+12%	+$1.04M	0.95%	57
2023 Q3	$9.76M	Buy	420,325 +63,392	+18%	+$1.59M	0.92%	58
2023 Q2	$8.84M	Sell	356,933 -5,592	-2%	-$132K	0.79%	60
2023 Q1	$9.23M	Buy	362,525 +11,416	+3%	+$317K	0.86%	60
2022 Q4	$8.83M	Sell	351,109 -12,633	-3%	-$348K	0.88%	62
2022 Q3	$9.59M	Sell	363,742 -89,390	-20%	-$2.55M	1.01%	55
2022 Q2	$10.9M	Buy	+453,132	New	+$11M	1.09%	47

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

Tributary Capital Management's BWIN Position: Q2 2026 in Review

Tributary Capital Management reduced its Baldwin Insurance Group (BWIN) stake by 2.9% in Q2 2026, selling an estimated $230K and leaving 357,734 shares worth $9.51M. The position accounts for 0.78% of the portfolio, ranked #60.

Tributary Capital Management first reported a position in BWIN in Q2 2022 and has held it in 17 quarters since. The position peaked at $23.5M in Q3 2024. 228 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Tributary Capital Management held 357,734 shares of Baldwin Insurance Group worth $9.51M as of Q2 2026.
Tributary Capital Management sold 10,634 Baldwin Insurance Group shares in Q2 2026, an estimated $230K.
Baldwin Insurance Group made up 0.78% of Tributary Capital Management's portfolio in Q2 2026, its #60 holding.
Tributary Capital Management first reported a position in Baldwin Insurance Group in Q2 2022 and has held it in 17 quarters since.
Tributary Capital Management's Baldwin Insurance Group position peaked at $23.5M in Q3 2024.
228 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Tributary Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.