Zurich Cantonal Bank’s Baldwin Insurance Group BWIN Stock Holding History

Zurich Cantonal Bank’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	$870K	Hold	32,739	–	–	﹤0.01%	1624
2026 Q1	$718K	Buy	+32,739	New	+$708K	﹤0.01%	1619
2025 Q4	–	Sell	-41,339	Closed	-$1.05M	–	3455
2025 Q3	$1.17M	Buy	41,339 +3,800	+10%	+$132K	﹤0.01%	1197
2025 Q2	$1.61M	Buy	37,539 +6,100	+19%	+$247K	﹤0.01%	976
2025 Q1	$1.41M	Buy	31,439 +13,000	+71%	+$529K	﹤0.01%	983
2024 Q4	$715K	Buy	18,439 +3,147	+21%	+$147K	﹤0.01%	1416
2024 Q3	$762K	Hold	15,292	–	–	﹤0.01%	1274
2024 Q2	$542K	Buy	15,292 +854	+6%	+$26.4K	﹤0.01%	1435
2024 Q1	$418K	Hold	14,438	–	–	﹤0.01%	1593
2023 Q4	$347K	Buy	14,438 +3,278	+29%	+$69.7K	﹤0.01%	1749
2023 Q3	$259K	Buy	11,160 +2,723	+32%	+$68.1K	﹤0.01%	1809
2023 Q2	$209K	Hold	8,437	–	–	﹤0.01%	1899
2023 Q1	$215K	Hold	8,437	–	–	﹤0.01%	1820
2022 Q4	$212K	Buy	8,437 +1,120	+15%	+$30.9K	﹤0.01%	1787
2022 Q3	$193K	Hold	7,317	–	–	﹤0.01%	1775
2022 Q2	$177K	Hold	7,317	–	–	﹤0.01%	1870
2022 Q1	$196K	Hold	7,317	–	–	﹤0.01%	1898
2021 Q4	$264K	Buy	7,317 +2,291	+46%	+$84.7K	﹤0.01%	1890
2021 Q3	$167K	Hold	5,026	–	–	﹤0.01%	2035
2021 Q2	$134K	Hold	5,026	–	–	﹤0.01%	2069
2021 Q1	$137K	Buy	5,026 +2,636	+110%	+$71.7K	﹤0.01%	1999
2020 Q4	$72K	Buy	+2,390	New	+$69.1K	﹤0.01%	2336

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

Zurich Cantonal Bank's BWIN Position: Q2 2026 in Review

Zurich Cantonal Bank held its Baldwin Insurance Group (BWIN) position steady in Q2 2026 at 32,739 shares worth $870K. The position accounts for ﹤0.01% of the portfolio, ranked #1624.

Zurich Cantonal Bank first reported a position in BWIN in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.61M in Q2 2025. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Zurich Cantonal Bank held 32,739 shares of Baldwin Insurance Group worth $870K as of Q2 2026.
Zurich Cantonal Bank left its Baldwin Insurance Group share count unchanged in Q2 2026.
Baldwin Insurance Group made up ﹤0.01% of Zurich Cantonal Bank's portfolio in Q2 2026, its #1624 holding.
Zurich Cantonal Bank first reported a position in Baldwin Insurance Group in Q4 2020 and has held it in 22 quarters since.
Zurich Cantonal Bank's Baldwin Insurance Group position peaked at $1.61M in Q2 2025.
227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Zurich Cantonal Bank's 13F filing for Q2 2026, filed 12 Aug 2026.