Cliff Asness's BWIN Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 63,518 shares of The Baldwin Insurance Group, Inc. (BWIN) worth $1.69 M, representing 0.00% of the portfolio. First purchased in 2021-Q2, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in BWIN, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 87,340 shares. Largest reduction occurred in Q2 2026, reducing 36,577 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's The Baldwin Insurance Group (BWIN) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Baldwin Insurance Group (BWIN) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | -36,577 | Reduce 36.54% | 63,518 | $26.58 |
| Q1 2026 | +87,340 | Add 684.75% | 100,095 | $21.94 |
| Q4 2025 | +12,755 | New Buy | 12,755 | $24.03 |
| Q3 2025 | -9,263 | Sold Out | 0 | $0.00 |
| Q2 2025 | -1,497 | Reduce 13.91% | 9,263 | $42.81 |
| Q1 2025 | -1,439 | Reduce 11.80% | 10,760 | $44.69 |
| Q4 2024 | +2,991 | Add 32.48% | 12,199 | $38.76 |
| Q3 2024 | +9,208 | New Buy | 9,208 | $49.80 |
| Q3 2021 | -7,725 | Sold Out | 0 | $0.00 |
| Q2 2021 | +7,725 | New Buy | 7,725 | $26.67 |
Cliff Asness's The Baldwin Insurance Group Investment FAQs
Cliff Asness first purchased The Baldwin Insurance Group, Inc. (BWIN) in Q2 2021, acquiring 7,725 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held The Baldwin Insurance Group, Inc. (BWIN) for 10 quarters since Q2 2021.
Cliff Asness's largest addition to The Baldwin Insurance Group, Inc. (BWIN) was in Q1 2026, adding 100,095 shares worth $2.2 M.
According to the latest 13F filing for Q2 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 63,518 shares of The Baldwin Insurance Group, Inc. (BWIN), valued at approximately $1.69 M.
As of the Q2 2026 filing, The Baldwin Insurance Group, Inc. (BWIN) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in The Baldwin Insurance Group, Inc. (BWIN) was 100,095 shares, as reported at the end of Q1 2026.