Back to BWIN
BAMCO INC /NY/ BWIN Position History
The Baldwin Insurance Group, Inc. • Financial Services
Quarters held
17
Latest value
$72.1M
Q2 2026
Peak value
$149.9M
First seen
Q2 2022
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2022 | $93.7M |
| Q3 2022 | $102.3M |
| Q4 2022 | $95M |
| Q1 2023 | $93.2M |
| Q2 2023 | $77.1M |
| Q3 2023 | $72.2M |
| Q4 2023 | $78.3M |
| Q1 2024 | $94.3M |
| Q2 2024 | $115.6M |
| Q3 2024 | $149.9M |
| Q4 2024 | $116.7M |
| Q1 2025 | $134.5M |
| Q2 2025 | $128.9M |
| Q3 2025 | $84.9M |
| Q4 2025 | $72.3M |
| Q1 2026 | $59.5M |
| Q2 2026 | $72.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $72.1M | 2.71M | — | — |
| Q1 2026 | $59.5M | 2.71M | — | — |
| Q4 2025 | $72.3M | 3.01M | — | — |
| Q3 2025 | $84.9M | 3.01M | — | — |
| Q2 2025 | $128.9M | 3.01M | — | — |
| Q1 2025 | $134.5M | 3.01M | — | — |
| Q4 2024 | $116.7M | 3.01M | — | — |
| Q3 2024 | $149.9M | 3.01M | — | — |
| Q2 2024 | $115.6M | 3.26M | — | — |
| Q1 2024 | $94.3M | 3.26M | — | — |
| Q4 2023 | $78.3M | 3.26M | — | — |
| Q3 2023 | $72.2M | 3.11M | — | — |
| Q2 2023 | $77.1M | 3.11M | — | — |
| Q1 2023 | $93.2M | 3.66M | — | — |
| Q4 2022 | $95M | 3.78M | — | — |
| Q3 2022 | $102.3M | 3.88M | — | — |
| Q2 2022 | $93.7M | 3.88M | — | — |
Other funds holding BWIN
$82.9M
$70.8M
$70.8M
$66.9M
$54.3M
$48.5M