XTX Topco’s Baldwin Insurance Group BWIN Stock Holding History

XTX Topco’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	–	Sell	-122,105	Closed	-$2.68M	–	4820
2026 Q1	$2.68M	Buy	122,105 +97,979	+406%	+$2.12M	0.05%	629
2025 Q4	$580K	Buy	+24,126	New	+$614K	0.02%	1471
2025 Q2	–	Sell	-4,502	Closed	-$201K	–	3322
2025 Q1	$201K	Buy	+4,502	New	+$183K	0.01%	1704
2023 Q3	–	Sell	-12,604	Closed	-$312K	–	2081
2023 Q2	$312K	Buy	12,604 +4,416	+54%	+$105K	0.06%	689
2023 Q1	$208K	Buy	+8,188	New	+$227K	0.04%	930

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

XTX Topco's BWIN Position: Q2 2026 in Review

XTX Topco sold out of Baldwin Insurance Group (BWIN) in Q2 2026, closing a stake of 122,105 shares — an estimated $2.68M sold.

XTX Topco first reported a position in BWIN in Q1 2023 and held it in 5 quarters. The position peaked at $2.68M in Q1 2026. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

XTX Topco reported no remaining Baldwin Insurance Group position as of Q2 2026 after selling out during the quarter.
XTX Topco sold 122,105 Baldwin Insurance Group shares in Q2 2026, an estimated $2.68M.
XTX Topco first reported a position in Baldwin Insurance Group in Q1 2023 and held it in 5 quarters.
XTX Topco's Baldwin Insurance Group position peaked at $2.68M in Q1 2026.
227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on XTX Topco's 13F filing for Q2 2026, filed 14 Aug 2026.