Wells Fargo
BWIN

Wells Fargo’s Baldwin Insurance Group BWIN Stock Holding History

Wells Fargo’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 		$5.26M Buy
197,936
+57,226
+41% +$1.24M ﹤0.01% 2795
2026
Q1 		$3.09M Sell
140,710
-39,203
-22% -$848K ﹤0.01% 2956
2025
Q4 		$4.32M Buy
179,913
+21,033
+13% +$536K ﹤0.01% 2813
2025
Q3 		$4.48M Buy
158,880
+2,182
+1% +$75.8K ﹤0.01% 2674
2025
Q2 		$6.71M Buy
156,698
+79,448
+103% +$3.22M ﹤0.01% 2245
2025
Q1 		$3.45M Buy
77,250
+1,466
+2% +$59.7K ﹤0.01% 2709
2024
Q4 		$2.94M Buy
75,784
+6,459
+9% +$301K ﹤0.01% 2887
2024
Q3 		$3.45M Buy
69,325
+1,537
+2% +$66.8K ﹤0.01% 2649
2024
Q2 		$2.4M Buy
67,788
+1,512
+2% +$46.8K ﹤0.01% 2829
2024
Q1 		$1.92M Sell
66,276
-1,650
-2% -$43.3K ﹤0.01% 3004
2023
Q4 		$1.63M Buy
67,926
+9,228
+16% +$196K ﹤0.01% 3068
2023
Q3 		$1.36M Sell
58,698
-9,617
-14% -$241K ﹤0.01% 3100
2023
Q2 		$1.69M Buy
68,315
+21,610
+46% +$512K ﹤0.01% 3047
2023
Q1 		$1.19M Buy
46,705
+10,669
+30% +$296K ﹤0.01% 3255
2022
Q4 		$906K Sell
36,036
-853
-2% -$23.5K ﹤0.01% 3300
2022
Q3 		$972K Sell
36,889
-6,955
-16% -$198K ﹤0.01% 3260
2022
Q2 		$1.06M Buy
43,844
+201
+0.5% +$4.89K ﹤0.01% 3254
2022
Q1 		$1.17M Sell
43,643
-11,681
-21% -$337K ﹤0.01% 3745
2021
Q4 		$2M Buy
55,324
+24,471
+79% +$904K ﹤0.01% 3506
2021
Q3 		$1.03M Sell
30,853
-22,839
-43% -$715K ﹤0.01% 4216
2021
Q2 		$1.43M Sell
53,692
-15,007
-22% -$407K ﹤0.01% 3973
2021
Q1 		$1.87M Sell
68,699
-67,446
-50% -$1.83M ﹤0.01% 3753
2020
Q4 		$4.08M Buy
136,145
+78,677
+137% +$2.28M ﹤0.01% 2933
2020
Q3 		$1.43M Buy
57,468
+25,790
+81% +$558K ﹤0.01% 3586
2020
Q2 		$547K Buy
31,678
+7,030
+29% +$84.8K ﹤0.01% 4263
2020
Q1 		$260K Buy
24,648
+13,852
+128% +$211K ﹤0.01% 4506
2019
Q4 		$173K Buy
+10,796
New +$172K ﹤0.01% 5037

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

Wells Fargo's BWIN Position: Q2 2026 in Review

Wells Fargo increased its Baldwin Insurance Group (BWIN) stake by 41% in Q2 2026, buying an estimated $1.24M and bringing the position to 197,936 shares worth $5.26M. The position accounts for ﹤0.01% of the portfolio, ranked #2795.

Wells Fargo first reported a position in BWIN in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.71M in Q2 2025. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Wells Fargo held 197,936 shares of Baldwin Insurance Group worth $5.26M as of Q2 2026.
  • Wells Fargo bought 57,226 Baldwin Insurance Group shares in Q2 2026, an estimated $1.24M.
  • Baldwin Insurance Group made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #2795 holding.
  • Wells Fargo first reported a position in Baldwin Insurance Group in Q4 2019 and has held it in 27 quarters since.
  • Wells Fargo's Baldwin Insurance Group position peaked at $6.71M in Q2 2025.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.