Xponance’s Baldwin Insurance Group BWIN Stock Holding History

Xponance’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	$257K	Buy	+9,668	New	+$209K	﹤0.01%	1496
2025 Q3	–	Sell	-5,437	Closed	-$233K	–	1574
2025 Q2	$233K	Buy	5,437 +414	+8%	+$16.8K	﹤0.01%	1257
2025 Q1	$224K	Buy	+5,023	New	+$205K	﹤0.01%	1229
2024 Q4	–	Sell	-4,365	Closed	-$217K	–	1471
2024 Q3	$217K	Buy	+4,365	New	+$190K	﹤0.01%	1219

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

Xponance's BWIN Position: Q2 2026 in Review

Xponance opened a new position in Baldwin Insurance Group (BWIN) in Q2 2026: 9,668 shares worth $257K. The stake represents ﹤0.01% of the portfolio and ranks #1496 among its holdings. This is a return to the name: Xponance previously reported a position in BWIN as recently as Q2 2025.

Xponance first reported a position in BWIN in Q3 2024 and has held it in 4 quarters since. 228 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Xponance held 9,668 shares of Baldwin Insurance Group worth $257K as of Q2 2026.
Baldwin Insurance Group was a new Xponance position in Q2 2026.
Baldwin Insurance Group made up ﹤0.01% of Xponance's portfolio in Q2 2026, its #1496 holding.
Xponance first reported a position in Baldwin Insurance Group in Q3 2024 and has held it in 4 quarters since.
228 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.