Vanguard Capital Management
BWIN

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

Vanguard 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 		$84.2M Sell
3,166,381
-298,538
-9% -$6.45M ﹤0.01% 1649
2026
Q1 		$76M Buy
+3,464,919
New +$74.9M ﹤0.01% 1622

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
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
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

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

Vanguard Capital Management reduced its Baldwin Insurance Group (BWIN) stake by 8.6% in Q2 2026, selling an estimated $6.45M and leaving 3,166,381 shares worth $84.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1649.

Vanguard Capital Management first reported a position in BWIN in Q1 2026 and has held it in 2 quarters since. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Vanguard Capital Management held 3,166,381 shares of Baldwin Insurance Group worth $84.2M as of Q2 2026.
  • Vanguard Capital Management sold 298,538 Baldwin Insurance Group shares in Q2 2026, an estimated $6.45M.
  • Baldwin Insurance Group made up ﹤0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #1649 holding.
  • Vanguard Capital Management first reported a position in Baldwin Insurance Group in Q1 2026 and has held it in 2 quarters since.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Vanguard Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.