WA
BWIN

Waverly Advisors’s Baldwin Insurance Group BWIN Stock Holding History

Waverly Advisors’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 		– Sell
-10,914
Closed -$239K – 1843
2026
Q1 		$239K Buy
+10,914
New +$236K ﹤0.01% 1418
2025
Q3 		– Sell
-4,763
Closed -$204K – 1324
2025
Q2 		$204K Buy
4,763
+6
+0.1% +$243 ﹤0.01% 1117
2025
Q1 		$213K Buy
+4,757
New +$194K ﹤0.01% 1037
2024
Q4 		– Sell
-4,757
Closed -$237K – 1022
2024
Q3 		$237K Buy
+4,757
New +$207K ﹤0.01% 735

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 $3.37T 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

Waverly Advisors's BWIN Position: Q2 2026 in Review

Waverly Advisors sold out of Baldwin Insurance Group (BWIN) in Q2 2026, closing a stake of 10,914 shares — an estimated $239K sold.

Waverly Advisors first reported a position in BWIN in Q3 2024 and held it in 4 quarters. The position peaked at $239K in Q1 2026. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Waverly Advisors reported no remaining Baldwin Insurance Group position as of Q2 2026 after selling out during the quarter.
  • Waverly Advisors sold 10,914 Baldwin Insurance Group shares in Q2 2026, an estimated $239K.
  • Waverly Advisors first reported a position in Baldwin Insurance Group in Q3 2024 and held it in 4 quarters.
  • Waverly Advisors's Baldwin Insurance Group position peaked at $239K in Q1 2026.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.