UBS AM
BWIN

UBS AM’s Baldwin Insurance Group BWIN Stock Holding History

UBS AM’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 		$4.89M Sell
183,854
-12,317
-6% -$266K ﹤0.01% 1621
2026
Q1 		$4.3M Buy
196,171
+5,611
+3% +$121K ﹤0.01% 1640
2025
Q4 		$4.58M Buy
190,560
+4,255
+2% +$108K ﹤0.01% 1505
2025
Q3 		$5.26M Sell
186,305
-98,363
-35% -$3.42M ﹤0.01% 1349
2025
Q2 		$12.2M Buy
284,668
+95,025
+50% +$3.86M ﹤0.01% 1263
2025
Q1 		$8.48M Buy
189,643
+11,768
+7% +$479K ﹤0.01% 1303
2024
Q4 		$6.89M Buy
177,875
+32,688
+23% +$1.52M ﹤0.01% 1444
2024
Q3 		$7.23M Buy
145,187
+7,040
+5% +$306K ﹤0.01% 1379
2024
Q2 		$4.9M Buy
138,147
+70,582
+104% +$2.18M ﹤0.01% 1502
2024
Q1 		$1.96M Hold
67,565
– – ﹤0.01% 1701
2023
Q4 		$1.62M Buy
67,565
+2,615
+4% +$55.6K ﹤0.01% 1786
2023
Q3 		$1.51M Buy
64,950
+4,100
+7% +$103K ﹤0.01% 1755
2023
Q2 		$1.55M Hold
60,850
– – ﹤0.01% 1791
2023
Q1 		$1.55M Buy
60,850
+1,831
+3% +$50.9K ﹤0.01% 1791
2022
Q4 		$1.48M Hold
59,019
– – ﹤0.01% 1670
2022
Q3 		$1.56M Buy
59,019
+8,377
+17% +$239K ﹤0.01% 1726
2022
Q2 		$1.22M Hold
50,642
– – ﹤0.01% 1852
2022
Q1 		$1.36M Buy
50,642
+779
+2% +$22.4K ﹤0.01% 1985
2021
Q4 		$1.8M Buy
49,863
+8,891
+22% +$329K ﹤0.01% 1918
2021
Q3 		$1.36M Hold
40,972
– – ﹤0.01% 2010
2021
Q2 		$1.09M Buy
40,972
+7,572
+23% +$205K ﹤0.01% 2157
2021
Q1 		$910K Buy
33,400
+13,500
+68% +$367K ﹤0.01% 2138
2020
Q4 		$596K Buy
+19,900
New +$576K ﹤0.01% 2234

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

UBS AM's BWIN Position: Q2 2026 in Review

UBS AM reduced its Baldwin Insurance Group (BWIN) stake by 6.3% in Q2 2026, selling an estimated $266K and leaving 183,854 shares worth $4.89M. The position accounts for ﹤0.01% of the portfolio, ranked #1621.

UBS AM first reported a position in BWIN in Q4 2020 and has held it in 23 quarters since. The position peaked at $12.2M in Q2 2025. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • UBS AM held 183,854 shares of Baldwin Insurance Group worth $4.89M as of Q2 2026.
  • UBS AM sold 12,317 Baldwin Insurance Group shares in Q2 2026, an estimated $266K.
  • Baldwin Insurance Group made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1621 holding.
  • UBS AM first reported a position in Baldwin Insurance Group in Q4 2020 and has held it in 23 quarters since.
  • UBS AM's Baldwin Insurance Group position peaked at $12.2M in Q2 2025.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.