Weiss Asset Management’s Baldwin Insurance Group BWIN Stock Holding History

Weiss Asset 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	$736K	Buy	+27,680	New	+$598K	0.01%	458
2020 Q1	–	Sell	-25,962	Closed	-$417K	–	333
2019 Q4	$417K	Buy	+25,962	New	+$414K	0.03%	135

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 $3.38T AUM 44.17% 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

Weiss Asset Management's BWIN Position: Q2 2026 in Review

Weiss Asset Management opened a new position in Baldwin Insurance Group (BWIN) in Q2 2026: 27,680 shares worth $736K. The stake represents 0.01% of the portfolio and ranks #458 among its holdings. This is a return to the name: Weiss Asset Management previously reported a position in BWIN as recently as Q4 2019.

Weiss Asset Management first reported a position in BWIN in Q4 2019 and has held it in 2 quarters since. 228 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Weiss Asset Management held 27,680 shares of Baldwin Insurance Group worth $736K as of Q2 2026.
Baldwin Insurance Group was a new Weiss Asset Management position in Q2 2026.
Baldwin Insurance Group made up 0.01% of Weiss Asset Management's portfolio in Q2 2026, its #458 holding.
Weiss Asset Management first reported a position in Baldwin Insurance Group in Q4 2019 and has held it in 2 quarters since.
228 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Weiss Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.