UMB Bank’s Baldwin Insurance Group BWIN Stock Holding History

UMB Bank’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	$9.84K	Hold	370	–	–	﹤0.01%	1939
2026 Q1	$8.12K	Hold	370	–	–	﹤0.01%	1926
2025 Q4	$8.89K	Hold	370	–	–	﹤0.01%	1859
2025 Q3	$10.4K	Hold	370	–	–	﹤0.01%	1657
2025 Q2	$15.8K	Hold	370	–	–	﹤0.01%	1455
2025 Q1	$16.5K	Sell	370 -94	-20%	-$3.83K	﹤0.01%	1381
2024 Q4	$18K	Hold	464	–	–	﹤0.01%	1298
2024 Q3	$23.1K	Sell	464 -101	-18%	-$4.39K	﹤0.01%	1162
2024 Q2	$20K	Buy	565 +55	+11%	+$1.7K	﹤0.01%	1069
2024 Q1	$14.8K	Sell	510 -43	-8%	-$1.13K	﹤0.01%	1180
2023 Q4	$13.3K	Sell	553 -621	-53%	-$13.2K	﹤0.01%	1197
2023 Q3	$27.3K	Buy	1,174 +82	+8%	+$2.05K	﹤0.01%	994
2023 Q2	$27.1K	Hold	1,092	–	–	﹤0.01%	1008
2023 Q1	$27.8K	Hold	1,092	–	–	﹤0.01%	990
2022 Q4	$27K	Hold	1,092	–	–	﹤0.01%	1012
2022 Q3	$29K	Sell	1,092 -115	-10%	-$3.27K	﹤0.01%	1011
2022 Q2	$29K	Buy	+1,207	New	+$29.3K	﹤0.01%	1057

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

UMB Bank's BWIN Position: Q2 2026 in Review

UMB Bank held its Baldwin Insurance Group (BWIN) position steady in Q2 2026 at 370 shares worth $9.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1939.

UMB Bank first reported a position in BWIN in Q2 2022 and has held it in 17 quarters since. The position peaked at $29K in Q3 2022. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

UMB Bank held 370 shares of Baldwin Insurance Group worth $9.84K as of Q2 2026.
UMB Bank left its Baldwin Insurance Group share count unchanged in Q2 2026.
Baldwin Insurance Group made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1939 holding.
UMB Bank first reported a position in Baldwin Insurance Group in Q2 2022 and has held it in 17 quarters since.
UMB Bank's Baldwin Insurance Group position peaked at $29K in Q3 2022.
227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.