Wellington Management Group
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Wellington Management Group’s Babcock & Wilcox BW Stock Holding History

Wellington Management Group’s Portfolio BW Stock Details BW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.3M Buy
+1,295,031
New +$22M ﹤0.01% 1101
2022
Q3 		– Sell
-258,104
Closed -$1.56M – 2036
2022
Q2 		$1.56M Sell
258,104
-34,300
-12% -$240K ﹤0.01% 1590
2022
Q1 		$2.39M Buy
292,404
+64,900
+29% +$506K ﹤0.01% 1564
2021
Q4 		$2.05M Buy
+227,504
New +$1.82M ﹤0.01% 1662
2018
Q3 		– Sell
-10,105
Closed -$240K – 2216
2018
Q2 		$240K Buy
+10,105
New +$268K ﹤0.01% 2167
2017
Q3 		– Sell
-282,076
Closed -$33.2M – 2209
2017
Q2 		$33.2M Buy
282,076
+7,625
+3% +$787K 0.01% 857
2017
Q1 		$25.6M Buy
274,451
+2,664
+1% +$373K 0.01% 947
2016
Q4 		$45.1M Sell
271,787
-12,563
-4% -$2M 0.01% 744
2016
Q3 		$46.9M Buy
284,350
+2,222
+0.8% +$356K 0.01% 717
2016
Q2 		$41.4M Buy
282,128
+7,265
+3% +$1.55M 0.01% 731
2016
Q1 		$58.8M Buy
274,863
+14,867
+6% +$2.96M 0.02% 637
2015
Q4 		$54.3M Buy
259,996
+8,064
+3% +$1.47M 0.01% 654
2015
Q3 		$42.3M Buy
+251,932
New +$46.5M 0.01% 724

Other funds holding BW

BRF
B. Riley Financial Los Angeles, California $434M AUM 751.56% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group's BW Position: Q2 2026 in Review

Wellington Management Group opened a new position in Babcock & Wilcox (BW) in Q2 2026: 1,295,031 shares worth $18.3M. The stake represents ﹤0.01% of the portfolio and ranks #1101 among its holdings. This is a return to the name: Wellington Management Group previously reported a position in BW as recently as Q2 2022.

Wellington Management Group first reported a position in BW in Q3 2015 and has held it in 13 quarters since. The position peaked at $58.8M in Q1 2016. 202 funds tracked by Wall St. Rank hold BW as of Q2 2026.

  • Wellington Management Group held 1,295,031 shares of Babcock & Wilcox worth $18.3M as of Q2 2026.
  • Babcock & Wilcox was a new Wellington Management Group position in Q2 2026.
  • Babcock & Wilcox made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1101 holding.
  • Wellington Management Group first reported a position in Babcock & Wilcox in Q3 2015 and has held it in 13 quarters since.
  • Wellington Management Group's Babcock & Wilcox position peaked at $58.8M in Q1 2016.
  • 202 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2026.

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