HARBOR CAPITAL ADVISORS, INC. BWIN — Baldwin Insurance Group Inc/Th

Ownership history in HARBOR CAPITAL ADVISORS, INC.  ·  7 quarters on record

AI Ownership Summary

HARBOR CAPITAL ADVISORS, INC. reported Baldwin Insurance Group Inc/Th (BWIN) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.2% in 2025 Q2. The latest visible filing shows BWIN at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BWIN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HARBOR CAPITAL ADVISORS, INC.'s position in Baldwin Insurance Group Inc/Th, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BWIN was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BWIN stock page HARBOR CAPITAL ADVISORS, INC. fund profile HARBOR CAPITAL ADVISORS, INC. full holdings
How HARBOR CAPITAL ADVISORS, INC. held BWIN — position size vs. price
% of Fund (quarterly)    BWIN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 29,451 +5,883 +25.0% 0.05% $646 2026-04-28 $23.72
2025 Q4 REDUCED 53.2% -8.7% ✅ 23,568 -26,828 -53.2% 0.04% $566K 2026-01-20 $26.26
2025 Q3 REDUCED 54.9% -8.4% ✅ 50,396 -61,369 -54.9% 0.11% $1.4M 2025-10-15 $26.30
2025 Q2 ADDED — — — 111,765 +13,987 +14.3% 0.20% $4.8M 2025-07-09 $40.17
2025 Q1 ADDED — — — 97,778 +46,171 +89.5% 0.20% $4.4M 2025-04-14 $43.43
2024 Q4 ADDED — — — 51,607 +737 +1.4% 0.09% $2.0M 2025-01-10 $35.72
2024 Q3 INITIATED — — — 50,870 — — 0.11% $2.5M 2024-10-29 $50.49

🏢 Other funds also holding BWIN

As of 2026 Q1 — sorted by position size

Annis Gardner Whiting Capital Advisors, LLC 6.03% Venator Management LLC 3Y 4.08% 1776 Wealth LLC 3Y 3.1% Aristotle Capital Boston, LLC 3Y 7Y 0.93% Tributary Capital Management, LLC 3Y 7Y 0.78% Summit Creek Advisors LLC 3Y 7Y 0.6% WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 3Y 7Y 0.49% WESTWOOD HOLDINGS GROUP INC 3Y 7Y 0.41% ENTREWEALTH, LLC 0.37% Pathway Financial Advisors LLC 3Y 7Y 0.36%

FAQ About HARBOR CAPITAL ADVISORS, INC. and BWIN

These are the practical questions this page is built to answer before you even open the full history table.

How long has HARBOR CAPITAL ADVISORS, INC. reported owning BWIN?

HARBOR CAPITAL ADVISORS, INC. reported BWIN across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported BWIN position in HARBOR CAPITAL ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for BWIN was 0.20% in 2025 Q2.

What is the latest reported BWIN position on this page?

The most recent filing on this page is 2026 Q1, when HARBOR CAPITAL ADVISORS, INC. reported 29,451 shares, equal to 0.05% of portfolio, with an estimated market value of $646.

What does the chart on this BWIN ownership page compare?

The chart compares HARBOR CAPITAL ADVISORS, INC.'s quarterly BWIN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HARBOR CAPITAL ADVISORS, INC. time their BWIN position?

Based on 13F filing dates vs. subsequent BWIN price moves, HARBOR CAPITAL ADVISORS, INC. correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on BWIN relative to SPY over the holding period was -47.9%.

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