Joel Greenblatt's BWIN Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 10,392 shares of The Baldwin Insurance Group, Inc. (BWIN) worth $228,000, representing 0.00% of the portfolio. First purchased in 2026-Q1, this recently established position has been held for 1 quarters.
Based on recent 13F filings, Joel Greenblatt has initiated a new position in BWIN, representing a fresh investment thesis on this company. Insufficient history to summarize additions or reductions.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt'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 Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +10,392 | New Buy | 10,392 | $21.94 |
Joel Greenblatt's The Baldwin Insurance Group Investment FAQs
Joel Greenblatt first purchased The Baldwin Insurance Group, Inc. (BWIN) in Q1 2026, acquiring 10,392 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held The Baldwin Insurance Group, Inc. (BWIN) for 1 quarters since Q1 2026.
Joel Greenblatt's largest addition to The Baldwin Insurance Group, Inc. (BWIN) was in Q1 2026, adding 10,392 shares worth $228,000.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 10,392 shares of The Baldwin Insurance Group, Inc. (BWIN), valued at approximately $228,000.
As of the Q1 2026 filing, The Baldwin Insurance Group, Inc. (BWIN) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in The Baldwin Insurance Group, Inc. (BWIN) was 10,392 shares, as reported at the end of Q1 2026.