증권 기록 · 과거 분기 (아카이브)
BWIN
The Baldwin Insurance Group, Inc. · Financial Services · Insurance - Brokers
87추적 보유자
+4Δ 보유자
58.54M보유 주식 수
$1.56B보고 가치
+9신규 편입 포지션
−5청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +4.8% ·
주식 흐름 -2.2% ·
순 신규 포지션 +4.6%
— 산식
소유권 분산 — 보유자 수 증가, 총 지분 축소
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q2 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q2 2026 | 87 | +4 | 58.54M | $1.56B | +9 | −5 |
| Q1 2026 | 86 | +6 | 60.97M | $1.34B | +10 | −4 |
| Q4 2025 | 79 | +1 | 54.12M | $1.30B | +3 | −2 |
| Q3 2025 | 13 | -1 | 31.36M | $884.62M | +1 | −2 |
| Q2 2025 | 11 | +1 | 25.18M | $1.08B | +1 | — |
| Q1 2025 | 7 | -2 | 4.27M | $191.06M | — | −2 |
| Q4 2024 | 9 | +3 | 4.26M | $165.26M | +3 | — |
| Q3 2024 | 5 | -1 | 1.96M | $97.73M | +1 | −2 |
| Q2 2024 | 6 | — | 2.58M | $91.68M | — | — |
보유 현황 · Q2 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 14.75M | +5.7% | $392.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 14.75M | +5.7% | $392.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 14.75M | +5.7% | $392.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 14.75M | +5.7% | $392.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (패시브) | 7.25M | +9.0% | $192.76M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (패시브) | 7.25M | +9.0% | $192.76M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (패시브) | 7.25M | +9.0% | $192.76M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (패시브) | 7.25M | +9.0% | $192.76M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (패시브) | 7.25M | +9.0% | $192.76M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (패시브) | 7.25M | +9.0% | $192.76M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (패시브) | 7.25M | +9.0% | $192.76M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | BlackRock ✦ (패시브) | 7.25M | +9.0% | $192.76M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | BlackRock ✦ (패시브) | 7.25M | +9.0% | $192.76M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | BlackRock ✦ (패시브) | 7.25M | +9.0% | $192.76M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | BlackRock ✦ (패시브) | 7.25M | +9.0% | $192.76M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | BlackRock ✦ (패시브) | 7.25M | +9.0% | $192.76M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 17 | BlackRock ✦ (패시브) | 7.25M | +9.0% | $192.76M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | BlackRock ✦ (패시브) | 7.25M | +9.0% | $192.76M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 19 | BlackRock ✦ (패시브) | 7.25M | +9.0% | $192.76M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 20 | Vanguard Capital Management Llc | 3.17M | -8.6% | $84.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 3.08M | -21.5% | $81.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 3.08M | -21.5% | $81.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 3.08M | -21.5% | $81.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 3.08M | -21.5% | $81.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 3.08M | -21.5% | $81.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 3.08M | -21.5% | $81.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 3.08M | -21.5% | $81.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 3.08M | -21.5% | $81.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 3.08M | -21.5% | $81.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 3.08M | -21.5% | $81.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 3.08M | -21.5% | $81.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Bamco Inc /Ny/ | 2.71M | +0.1% | $72.10M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 33 | State Street Global Advisors ✦ (패시브) | 2.67M | +7.8% | $70.83M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 34 | Geode Capital Management ✦ (패시브) | 2.34M | +8.8% | $62.19M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 35 | Geode Capital Management ✦ (패시브) | 2.34M | +8.8% | $62.19M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 2.28M | +26.3% | $60.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 2.28M | +26.3% | $60.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 2.28M | +26.3% | $60.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 2.28M | +26.3% | $60.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 2.28M | +26.3% | $60.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 2.28M | +26.3% | $60.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | Nomura Asset Management… | 1.91M | -3.4% | $50.84M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 43 | Capital International Investors | 1.69M | +2.9% | $44.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | UBS Group AG | 1.64M | +29.6% | $43.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | UBS Group AG | 1.64M | +29.6% | $43.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Dimensional Fund Advisors Lp | 1.35M | +0.9% | $35.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Dimensional Fund Advisors Lp | 1.35M | +0.9% | $35.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Dimensional Fund Advisors Lp | 1.35M | +0.9% | $35.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Dimensional Fund Advisors Lp | 1.35M | +0.9% | $35.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Dimensional Fund Advisors Lp | 1.35M | +0.9% | $35.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Capital Research Global Investors | 1.31M | -15.2% | $34.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Boston Partners | 1.19M | +54.4% | $31.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Boston Partners | 1.19M | +54.4% | $31.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Boston Partners | 1.19M | +54.4% | $31.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Bank Of America Corp /De/ | 1.18M | +39.6% | $31.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Bank Of America Corp /De/ | 1.18M | +39.6% | $31.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Bank Of America Corp /De/ | 1.18M | +39.6% | $31.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Bank Of America Corp /De/ | 1.18M | +39.6% | $31.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Bank Of America Corp /De/ | 1.18M | +39.6% | $31.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Point72 Asset Management ✦ | 1.04M | +132.3% | $27.60M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 61 | Northern Trust Corp | 810.26K | +7.8% | $21.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Northern Trust Corp | 810.26K | +7.8% | $21.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Northern Trust Corp | 810.26K | +7.8% | $21.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Northern Trust Corp | 810.26K | +7.8% | $21.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Northern Trust Corp | 810.26K | +7.8% | $21.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Northern Trust Corp | 810.26K | +7.8% | $21.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Charles Schwab Investment… | 723.41K | +6.7% | $19.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Goldman Sachs Group ✦ | 673.00K | -1.4% | $17.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 69 | Goldman Sachs Group ✦ | 673.00K | -1.4% | $17.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 70 | Royal Bank Of Canada | 651.49K | -16.3% | $17.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Royal Bank Of Canada | 651.49K | -16.3% | $17.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Royal Bank Of Canada | 651.49K | -16.3% | $17.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Royal Bank Of Canada | 651.49K | -16.3% | $17.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Royal Bank Of Canada | 651.49K | -16.3% | $17.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Royal Bank Of Canada | 651.49K | -16.3% | $17.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Royal Bank Of Canada | 651.49K | -16.3% | $17.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Corient Private Wealth LP | 518.28K | +3.1% | $13.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Sei Investments Co | 446.68K | -2.1% | $11.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | Sei Investments Co | 446.68K | -2.1% | $11.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | JPMorgan Chase ✦ | 410.19K | -3.3% | $10.88M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 81 | JPMorgan Chase ✦ | 410.19K | -3.3% | $10.88M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 82 | JPMorgan Chase ✦ | 410.19K | -3.3% | $10.88M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 83 | JPMorgan Chase ✦ | 410.19K | -3.3% | $10.88M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 84 | JPMorgan Chase ✦ | 410.19K | -3.3% | $10.88M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 85 | CIBC Bancorp USA Inc. | 405.43K | +0.1% | $10.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | CIBC Bancorp USA Inc. | 405.43K | +0.1% | $10.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Nuveen, LLC | 392.56K | +45.0% | $10.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Nuveen, LLC | 392.56K | +45.0% | $10.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Nuveen, LLC | 392.56K | +45.0% | $10.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | New York State Common Retirement… | 364.35K | -47.8% | $9.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | State Of Wisconsin Investment Board | 325.13K | -11.6% | $8.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Wells Fargo & Company/Mn | 197.94K | +40.7% | $5.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | Wells Fargo & Company/Mn | 197.94K | +40.7% | $5.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Wells Fargo & Company/Mn | 197.94K | +40.7% | $5.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | Fifth Third Bancorp | 185.55K | +134.3% | $4.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | UBS AM, a distinct business unit of… | 183.85K | -6.3% | $4.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | UBS AM, a distinct business unit of… | 183.85K | -6.3% | $4.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | UBS AM, a distinct business unit of… | 183.85K | -6.3% | $4.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | UBS AM, a distinct business unit of… | 183.85K | -6.3% | $4.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | UBS AM, a distinct business unit of… | 183.85K | -6.3% | $4.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| 이번 분기 신규 추적 매수자가 없습니다. |
청산됨
| Artisan Partners Limited… | $26.72M | 이었음 0.0% |
| American Century Companies Inc | $22.57M | 이었음 0.0% |
| Holocene Advisors, LP | $360,825 | 이었음 0.0% |
| Gotham Asset Management | $228,000 | 이었음 0.0% |
| Simplex Trading, Llc | $1,053 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 216 보유 기관, 90.04M 주식, $1.93B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q2 2026 ·
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