ZBNA
BWIN

Zions Bancorporation, National Association’s Baldwin Insurance Group BWIN Stock Holding History

Zions Bancorporation, National Association’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 		$399K Sell
15,004
-11,479
-43% -$248K 0.02% 284
2026
Q1 		$581K Sell
26,483
-16,469
-38% -$356K 0.04% 244
2025
Q4 		$1.03M Sell
42,952
-5,818
-12% -$148K 0.05% 245
2025
Q3 		$1.38M Sell
48,770
-7,226
-13% -$251K 0.07% 188
2025
Q2 		$2.4M Sell
55,996
-264
-0.5% -$10.7K 0.13% 137
2025
Q1 		$2.51M Buy
+56,260
New +$2.29M 0.16% 122

Other funds holding BWIN

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Zions Bancorporation, National Association's BWIN Position: Q2 2026 in Review

Zions Bancorporation, National Association reduced its Baldwin Insurance Group (BWIN) stake by 43% in Q2 2026, selling an estimated $248K and leaving 15,004 shares worth $399K. The position accounts for 0.02% of the portfolio, ranked #284.

Zions Bancorporation, National Association first reported a position in BWIN in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.51M in Q1 2025. 48 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Zions Bancorporation, National Association held 15,004 shares of Baldwin Insurance Group worth $399K as of Q2 2026.
  • Zions Bancorporation, National Association sold 11,479 Baldwin Insurance Group shares in Q2 2026, an estimated $248K.
  • Baldwin Insurance Group made up 0.02% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #284 holding.
  • Zions Bancorporation, National Association first reported a position in Baldwin Insurance Group in Q1 2025 and has held it in 6 quarters since.
  • Zions Bancorporation, National Association's Baldwin Insurance Group position peaked at $2.51M in Q1 2025.
  • 48 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.