Jefferies Group's BWIN Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 48,258 shares of The Baldwin Insurance Group, Inc. (BWIN) worth $1.06 M, representing 0.01% of the portfolio. First purchased in 2025-Q2, this short-term holding has been held for 3 quarters.
Based on 13F filings, Jefferies Group has maintained this position in BWIN for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 48,258 shares. Largest reduction occurred in Q3 2025, reducing 5,187 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group'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 Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +48,258 | New Buy | 48,258 | $21.94 |
| Q3 2025 | -5,187 | Sold Out | 0 | $0.00 |
| Q2 2025 | +5,187 | New Buy | 5,187 | $42.81 |
Jefferies Group's The Baldwin Insurance Group Investment FAQs
Jefferies Group first purchased The Baldwin Insurance Group, Inc. (BWIN) in Q2 2025, acquiring 5,187 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held The Baldwin Insurance Group, Inc. (BWIN) for 3 quarters since Q2 2025.
Jefferies Group's largest addition to The Baldwin Insurance Group, Inc. (BWIN) was in Q1 2026, adding 48,258 shares worth $1.06 M.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 48,258 shares of The Baldwin Insurance Group, Inc. (BWIN), valued at approximately $1.06 M.
As of the Q1 2026 filing, The Baldwin Insurance Group, Inc. (BWIN) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in The Baldwin Insurance Group, Inc. (BWIN) was 48,258 shares, as reported at the end of Q1 2026.