William Blair & Company’s Baldwin Insurance Group BWIN Stock Holding History

William Blair & 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	$509K	Sell	19,152 -2,802	-13%	-$60.6K	﹤0.01%	1223
2026 Q1	$482K	Sell	21,954 -1,403	-6%	-$30.3K	﹤0.01%	1170
2025 Q4	$561K	Sell	23,357 -6,687	-22%	-$170K	﹤0.01%	1103
2025 Q3	$848K	Buy	+30,044	New	+$1.04M	﹤0.01%	959
2024 Q4	–	Sell	-6,133	Closed	-$305K	–	1894
2024 Q3	$305K	Buy	+6,133	New	+$267K	﹤0.01%	1277
2021 Q1	–	Sell	-19,470	Closed	-$584K	–	1915
2020 Q4	$584K	Buy	+19,470	New	+$563K	﹤0.01%	1039

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

William Blair & Company's BWIN Position: Q2 2026 in Review

William Blair & Company reduced its Baldwin Insurance Group (BWIN) stake by 13% in Q2 2026, selling an estimated $60.6K and leaving 19,152 shares worth $509K. The position accounts for ﹤0.01% of the portfolio, ranked #1223.

William Blair & Company first reported a position in BWIN in Q4 2020 and has held it in 6 quarters since. The position peaked at $848K in Q3 2025. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

William Blair & Company held 19,152 shares of Baldwin Insurance Group worth $509K as of Q2 2026.
William Blair & Company sold 2,802 Baldwin Insurance Group shares in Q2 2026, an estimated $60.6K.
Baldwin Insurance Group made up ﹤0.01% of William Blair & Company's portfolio in Q2 2026, its #1223 holding.
William Blair & Company first reported a position in Baldwin Insurance Group in Q4 2020 and has held it in 6 quarters since.
William Blair & Company's Baldwin Insurance Group position peaked at $848K in Q3 2025.
227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.