Washington Trust Bank’s Baldwin Insurance Group BWIN Stock Holding History

Washington Trust 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	$963K	Hold	36,217	–	–	0.07%	113
2026 Q1	$795K	Hold	36,217	–	–	0.06%	115
2025 Q4	$870K	Buy	36,217 +17,378	+92%	+$443K	0.06%	115
2025 Q3	$531K	Hold	18,839	–	–	0.04%	129
2025 Q2	$806K	Buy	18,839 +1,462	+8%	+$59.3K	0.07%	119
2025 Q1	$777K	Buy	+17,377	New	+$708K	0.08%	112
2024 Q2	–	Sell	-52,131	Closed	-$1.51M	–	226
2024 Q1	$1.51M	Buy	+52,131	New	+$1.37M	0.14%	85

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

Washington Trust Bank's BWIN Position: Q2 2026 in Review

Washington Trust Bank held its Baldwin Insurance Group (BWIN) position steady in Q2 2026 at 36,217 shares worth $963K. The position accounts for 0.07% of the portfolio, ranked #113.

Washington Trust Bank first reported a position in BWIN in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.51M in Q1 2024. 228 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Washington Trust Bank held 36,217 shares of Baldwin Insurance Group worth $963K as of Q2 2026.
Washington Trust Bank left its Baldwin Insurance Group share count unchanged in Q2 2026.
Baldwin Insurance Group made up 0.07% of Washington Trust Bank's portfolio in Q2 2026, its #113 holding.
Washington Trust Bank first reported a position in Baldwin Insurance Group in Q1 2024 and has held it in 7 quarters since.
Washington Trust Bank's Baldwin Insurance Group position peaked at $1.51M in Q1 2024.
228 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Washington Trust Bank's 13F filing for Q2 2026, filed 5 Aug 2026.