VOYA Investment Management
BWIN

VOYA Investment Management’s Baldwin Insurance Group BWIN Stock Holding History

VOYA Investment 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 		$498K Buy
18,729
+2,748
+17% +$59.4K ﹤0.01% 1827
2026
Q1 		$351K Buy
15,981
+3,238
+25% +$70K ﹤0.01% 1886
2025
Q4 		$306K Hold
12,743
– – ﹤0.01% 1965
2025
Q3 		$359K Sell
12,743
-6,476
-34% -$225K ﹤0.01% 1916
2025
Q2 		$823K Buy
19,219
+1,050
+6% +$42.6K ﹤0.01% 1656
2025
Q1 		$812K Sell
18,169
-1,649
-8% -$67.2K ﹤0.01% 1659
2024
Q4 		$768K Sell
19,818
-1,677
-8% -$78.2K ﹤0.01% 1728
2024
Q3 		$1.07M Sell
21,495
-532
-2% -$23.1K ﹤0.01% 1603
2024
Q2 		$781K Buy
22,027
+1,967
+10% +$60.9K ﹤0.01% 1757
2024
Q1 		$581K Sell
20,060
-4,081
-17% -$107K ﹤0.01% 1945
2023
Q4 		$580K Sell
24,141
-125
-0.5% -$2.66K ﹤0.01% 1994
2023
Q3 		$564K Buy
24,266
+255
+1% +$6.38K ﹤0.01% 1967
2023
Q2 		$595K Buy
24,011
+1,154
+5% +$27.3K ﹤0.01% 1981
2023
Q1 		$582K Hold
22,857
– – ﹤0.01% 1964
2022
Q4 		$575K Hold
22,857
– – ﹤0.01% 1954
2022
Q3 		$602K Buy
22,857
+825
+4% +$23.5K ﹤0.01% 1913
2022
Q2 		$532K Buy
22,032
+3,158
+17% +$76.8K ﹤0.01% 1799
2022
Q1 		$506K Buy
18,874
+491
+3% +$14.1K ﹤0.01% 1912
2021
Q4 		$664K Buy
18,383
+461
+3% +$17K ﹤0.01% 1834
2021
Q3 		$597K Buy
17,922
+494
+3% +$15.5K ﹤0.01% 1937
2021
Q2 		$464K Sell
17,428
-1,052
-6% -$28.5K ﹤0.01% 2138
2021
Q1 		$504K Sell
18,480
-23
-0.1% -$625 ﹤0.01% 2032
2020
Q4 		$555K Buy
18,503
+7,868
+74% +$228K ﹤0.01% 1849
2020
Q3 		$265K Buy
+10,635
New +$230K ﹤0.01% 2013

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 $3.38T AUM 44.17% 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

VOYA Investment Management's BWIN Position: Q2 2026 in Review

VOYA Investment Management increased its Baldwin Insurance Group (BWIN) stake by 17% in Q2 2026, buying an estimated $59.4K and bringing the position to 18,729 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #1827.

VOYA Investment Management first reported a position in BWIN in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.07M in Q3 2024. 228 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • VOYA Investment Management held 18,729 shares of Baldwin Insurance Group worth $498K as of Q2 2026.
  • VOYA Investment Management bought 2,748 Baldwin Insurance Group shares in Q2 2026, an estimated $59.4K.
  • Baldwin Insurance Group made up ﹤0.01% of VOYA Investment Management's portfolio in Q2 2026, its #1827 holding.
  • VOYA Investment Management first reported a position in Baldwin Insurance Group in Q3 2020 and has held it in 24 quarters since.
  • VOYA Investment Management's Baldwin Insurance Group position peaked at $1.07M in Q3 2024.
  • 228 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on VOYA Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.