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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
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. 228 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.
  • 228 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.