Universal-Beteiligungs- und Servicegesellschaft’s Baldwin Insurance Group BWIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.16M Buy
81,163
+8,761
+12% +$189K ﹤0.01% 1281
2026
Q1
$1.59M Buy
72,402
+12,873
+22% +$278K ﹤0.01% 1332
2025
Q4
$1.43M Buy
59,529
+2,469
+4% +$62.9K ﹤0.01% 1379
2025
Q3
$1.61M Sell
57,060
-4,437
-7% -$154K ﹤0.01% 1381
2025
Q2
$2.63M Buy
61,497
+3,130
+5% +$127K ﹤0.01% 1096
2025
Q1
$2.61M Buy
+58,367
New +$2.38M 0.01% 1057

Other funds holding BWIN

Universal-Beteiligungs- und Servicegesellschaft's BWIN Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Baldwin Insurance Group (BWIN) stake by 12% in Q2 2026, buying an estimated $189K and bringing the position to 81,163 shares worth $2.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in BWIN in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.63M in Q2 2025. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 81,163 shares of Baldwin Insurance Group worth $2.16M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 8,761 Baldwin Insurance Group shares in Q2 2026, an estimated $189K.
  • Baldwin Insurance Group made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1281 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Baldwin Insurance Group in Q1 2025 and has held it in 6 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Baldwin Insurance Group position peaked at $2.63M in Q2 2025.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.