WP
BWIN

Woodline Partners’s Baldwin Insurance Group BWIN Stock Holding History

Woodline Partners’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 		$60.2M Buy
2,264,135
+1,774,195
+362% +$38.4M 0.19% 138
2026
Q1 		$10.7M Sell
489,940
-968,374
-66% -$20.9M 0.04% 493
2025
Q4 		$35M Buy
+1,458,314
New +$37.1M 0.14% 193

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

Woodline Partners's BWIN Position: Q2 2026 in Review

Woodline Partners increased its Baldwin Insurance Group (BWIN) stake by 362% in Q2 2026, buying an estimated $38.4M and bringing the position to 2,264,135 shares worth $60.2M. The position accounts for 0.19% of the portfolio, ranked #138.

Woodline Partners first reported a position in BWIN in Q4 2025 and has held it in 3 quarters since. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Woodline Partners held 2,264,135 shares of Baldwin Insurance Group worth $60.2M as of Q2 2026.
  • Woodline Partners bought 1,774,195 Baldwin Insurance Group shares in Q2 2026, an estimated $38.4M.
  • Baldwin Insurance Group made up 0.19% of Woodline Partners's portfolio in Q2 2026, its #138 holding.
  • Woodline Partners first reported a position in Baldwin Insurance Group in Q4 2025 and has held it in 3 quarters since.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Woodline Partners's 13F filing for Q2 2026, filed 14 Aug 2026.