UBS Group
BWIN

UBS Group’s Baldwin Insurance Group BWIN Stock Holding History

UBS Group’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 		$43.6M Buy
1,641,349
+374,524
+30% +$8.1M 0.01% 1884
2026
Q1 		$27.8M Buy
1,266,825
+580,507
+85% +$12.6M ﹤0.01% 2243
2025
Q4 		$16.5M Buy
686,318
+205,997
+43% +$5.25M ﹤0.01% 2769
2025
Q3 		$13.5M Buy
480,321
+159,309
+50% +$5.53M ﹤0.01% 2971
2025
Q2 		$13.7M Sell
321,012
-36,212
-10% -$1.47M ﹤0.01% 2778
2025
Q1 		$16M Buy
357,224
+90,581
+34% +$3.69M ﹤0.01% 2570
2024
Q4 		$10.3M Buy
266,643
+117,094
+78% +$5.46M ﹤0.01% 3005
2024
Q3 		$7.45M Buy
149,549
+11,788
+9% +$513K ﹤0.01% 2661
2024
Q2 		$4.89M Buy
137,761
+5,692
+4% +$176K ﹤0.01% 2896
2024
Q1 		$3.82M Buy
132,069
+124,904
+1,743% +$3.28M ﹤0.01% 3258
2023
Q4 		$172K Sell
7,165
-1,935
-21% -$41.1K ﹤0.01% 5866
2023
Q3 		$211K Sell
9,100
-179
-2% -$4.48K ﹤0.01% 5329
2023
Q2 		$230K Sell
9,279
-2,183
-19% -$51.7K ﹤0.01% 5387
2023
Q1 		$292K Buy
11,462
+268
+2% +$7.44K ﹤0.01% 5101
2022
Q4 		$281K Buy
11,194
+5,113
+84% +$141K ﹤0.01% 5179
2022
Q3 		$160K Buy
6,081
+4,070
+202% +$116K ﹤0.01% 5291
2022
Q2 		$49K Sell
2,011
-2,589
-56% -$62.9K ﹤0.01% 5935
2022
Q1 		$123K Sell
4,600
-16,515
-78% -$476K ﹤0.01% 5749
2021
Q4 		$762K Buy
21,115
+18,103
+601% +$669K ﹤0.01% 4628
2021
Q3 		$101K Buy
3,012
+811
+37% +$25.4K ﹤0.01% 5828
2021
Q2 		$58K Sell
2,201
-4,416
-67% -$120K ﹤0.01% 6308
2021
Q1 		$181K Sell
6,617
-7,818
-54% -$213K ﹤0.01% 5563
2020
Q4 		$433K Buy
14,435
+12,140
+529% +$351K ﹤0.01% 4706
2020
Q3 		$57K Sell
2,295
-5,874
-72% -$127K ﹤0.01% 5553
2020
Q2 		$142K Sell
8,169
-4,403
-35% -$53.1K ﹤0.01% 5054
2020
Q1 		$132K Sell
12,572
-8,549
-40% -$130K ﹤0.01% 5045
2019
Q4 		$339K Buy
+21,121
New +$337K ﹤0.01% 5187

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 Group's BWIN Position: Q2 2026 in Review

UBS Group increased its Baldwin Insurance Group (BWIN) stake by 30% in Q2 2026, buying an estimated $8.1M and bringing the position to 1,641,349 shares worth $43.6M. The position accounts for 0.01% of the portfolio, ranked #1884.

UBS Group first reported a position in BWIN in Q4 2019 and has held it in 27 quarters since. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • UBS Group held 1,641,349 shares of Baldwin Insurance Group worth $43.6M as of Q2 2026.
  • UBS Group bought 374,524 Baldwin Insurance Group shares in Q2 2026, an estimated $8.1M.
  • Baldwin Insurance Group made up 0.01% of UBS Group's portfolio in Q2 2026, its #1884 holding.
  • UBS Group first reported a position in Baldwin Insurance Group in Q4 2019 and has held it in 27 quarters since.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

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