Zurich Cantonal Bank
BWIN

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
Q1 		– Sell
-41,339
Closed -$993K – 3442
2025
Q4 		$993K Buy
+41,339
New +$1.05M ﹤0.01% 1345

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zurich Cantonal Bank's BWIN Position: Q1 2026 in Review

Zurich Cantonal Bank opened a new position in Baldwin Insurance Group (BWIN) in Q1 2026: 32,739 shares worth $718K. The stake represents ﹤0.01% of the portfolio and ranks #1619 among its holdings. This is a return to the name: Zurich Cantonal Bank previously reported a position in BWIN as recently as Q3 2025.

Zurich Cantonal Bank first reported a position in BWIN in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.61M in Q2 2025. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

  • Zurich Cantonal Bank held 32,739 shares of Baldwin Insurance Group worth $718K as of Q1 2026.
  • Baldwin Insurance Group was a new Zurich Cantonal Bank position in Q1 2026.
  • Baldwin Insurance Group made up ﹤0.01% of Zurich Cantonal Bank's portfolio in Q1 2026, its #1619 holding.
  • Zurich Cantonal Bank first reported a position in Baldwin Insurance Group in Q4 2020 and has held it in 21 quarters since.
  • Zurich Cantonal Bank's Baldwin Insurance Group position peaked at $1.61M in Q2 2025.
  • 218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on Zurich Cantonal Bank's 13F filing for Q1 2026, filed 15 May 2026.