Superior Planning, LLC’s Baldwin Insurance Group BWIN Stock Holding History

Superior Planning, LLC’s Portfolio BWIN Stock Details BWIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$37.3K	Buy	+1,174	New	+$34.6K	0.02%	462

Other funds holding BWIN

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors Tampa, Florida $679M AUM 26.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's BWIN Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Baldwin Insurance Group (BWIN) in Q3 2026: 1,174 shares worth $37.3K. The stake represents 0.02% of the portfolio and ranks #462 among its holdings.

152 funds tracked by Wall St. Rank hold BWIN as of Q3 2026.

Superior Planning, LLC held 1,174 shares of Baldwin Insurance Group worth $37.3K as of Q3 2026.
Baldwin Insurance Group was a new Superior Planning, LLC position in Q3 2026.
Baldwin Insurance Group made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #462 holding.
152 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.