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MORGAN STANLEY BWIN Position History
The Baldwin Insurance Group, Inc. • Financial Services
Quarters held
25
Latest value
$165K
Q2 2026
Peak value
$48.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2M |
| Q3 2025 | $113K |
| Q3 2025 | $2.3M |
| Q3 2025 | $20K |
| Q3 2025 | $1.9M |
| Q3 2025 | $29 |
| Q3 2025 | $71K |
| Q4 2025 | $2.4M |
| Q4 2025 | $90K |
| Q4 2025 | $4M |
| Q4 2025 | $105K |
| Q4 2025 | $5.8M |
| Q4 2025 | $165K |
| Q1 2026 | $2.2M |
| Q1 2026 | $82K |
| Q1 2026 | $31.9M |
| Q1 2026 | $4K |
| Q1 2026 | $5.2M |
| Q1 2026 | $196K |
| Q2 2026 | $2.4M |
| Q2 2026 | $95K |
| Q2 2026 | $48.5M |
| Q2 2026 | $1K |
| Q2 2026 | $9.4M |
| Q2 2026 | $165K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $165K | 6.2K | — | — |
| Q2 2026 | $9.4M | 353.0K | — | — |
| Q2 2026 | $1K | 45 | — | — |
| Q2 2026 | $48.5M | 1.83M | — | — |
| Q2 2026 | $95K | 3.6K | — | — |
| Q2 2026 | $2.4M | 88.5K | — | — |
| Q1 2026 | $196K | 8.9K | — | — |
| Q1 2026 | $5.2M | 235.7K | — | — |
| Q1 2026 | $4K | 187 | — | — |
| Q1 2026 | $31.9M | 1.46M | — | — |
| Q1 2026 | $82K | 3.7K | — | — |
| Q1 2026 | $2.2M | 99.1K | — | — |
| Q4 2025 | $165K | 6.9K | — | — |
| Q4 2025 | $5.8M | 242.8K | — | — |
| Q4 2025 | $105K | 4.4K | — | — |
| Q4 2025 | $4M | 164.5K | — | — |
| Q4 2025 | $90K | 3.7K | — | — |
| Q4 2025 | $2.4M | 100.7K | — | — |
| Q3 2025 | $71K | 2.5K | — | — |
| Q3 2025 | $29 | 1 | — | — |
| Q3 2025 | $1.9M | 66.2K | — | — |
| Q3 2025 | $20K | 696 | — | — |
| Q3 2025 | $2.3M | 82.3K | — | — |
| Q3 2025 | $113K | 4.0K | — | — |
| Q3 2025 | $2M | 69.1K | — | — |
Other funds holding BWIN
$149.9M
$134.5M
$128.9M
$116.7M
$115.6M
$102.3M
$95M
$94.3M