WhitTier Trust Company’s Baldwin Insurance Group BWIN Stock Holding History

WhitTier Trust Company’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	$3.25K	Hold	119	–	–	﹤0.01%	1235
2026 Q1	$2.63K	Buy	119 +66	+125%	+$1.43K	﹤0.01%	1236
2025 Q4	$1.32K	Buy	53 +2	+4%	+$51	﹤0.01%	1204
2025 Q3	$1.47K	Hold	51	–	–	﹤0.01%	1190
2025 Q2	$2.18K	Buy	+51	New	+$2.07K	﹤0.01%	1303

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

WhitTier Trust Company's BWIN Position: Q2 2026 in Review

WhitTier Trust Company held its Baldwin Insurance Group (BWIN) position steady in Q2 2026 at 119 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

WhitTier Trust Company first reported a position in BWIN in Q2 2025 and has held it in 5 quarters since. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

WhitTier Trust Company held 119 shares of Baldwin Insurance Group worth $3.25K as of Q2 2026.
WhitTier Trust Company left its Baldwin Insurance Group share count unchanged in Q2 2026.
Baldwin Insurance Group made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #1235 holding.
WhitTier Trust Company first reported a position in Baldwin Insurance Group in Q2 2025 and has held it in 5 quarters since.
227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.