William Blair Investment Management
BWIN

William Blair Investment Management’s Baldwin Insurance Group BWIN Stock Holding History

William Blair Investment 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 		$179M Sell
6,732,965
-61,527
-0.9% -$1.33M 0.54% 51
2026
Q1 		$149M Sell
6,794,492
-749,321
-10% -$16.2M 0.49% 53
2025
Q4 		$181M Buy
7,543,813
+2,439,118
+48% +$62.1M 0.51% 46
2025
Q3 		$144M Sell
5,104,695
-298,055
-6% -$10.3M 0.37% 75
2025
Q2 		$231M Sell
5,402,750
-159,720
-3% -$6.48M 0.61% 33
2025
Q1 		$249M Buy
5,562,470
+654,881
+13% +$26.7M 0.7% 31
2024
Q4 		$190M Buy
4,907,589
+2,197,648
+81% +$102M 0.46% 65
2024
Q3 		$135M Sell
2,709,941
-373,340
-12% -$16.2M 0.33% 101
2024
Q2 		$109M Buy
3,083,281
+157,631
+5% +$4.88M 0.29% 95
2024
Q1 		$84.7M Buy
2,925,650
+2,718,869
+1,315% +$71.4M 0.22% 125
2023
Q4 		$4.97M Buy
+206,781
New +$4.39M 0.01% 335

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
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
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

William Blair Investment Management's BWIN Position: Q2 2026 in Review

William Blair Investment Management reduced its Baldwin Insurance Group (BWIN) stake by 0.91% in Q2 2026, selling an estimated $1.33M and leaving 6,732,965 shares worth $179M. The position accounts for 0.54% of the portfolio, ranked #51.

William Blair Investment Management first reported a position in BWIN in Q4 2023 and has held it in 11 quarters since. The position peaked at $249M in Q1 2025. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • William Blair Investment Management held 6,732,965 shares of Baldwin Insurance Group worth $179M as of Q2 2026.
  • William Blair Investment Management sold 61,527 Baldwin Insurance Group shares in Q2 2026, an estimated $1.33M.
  • Baldwin Insurance Group made up 0.54% of William Blair Investment Management's portfolio in Q2 2026, its #51 holding.
  • William Blair Investment Management first reported a position in Baldwin Insurance Group in Q4 2023 and has held it in 11 quarters since.
  • William Blair Investment Management's Baldwin Insurance Group position peaked at $249M in Q1 2025.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on William Blair Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.