Advisory Services Network’s Baldwin Insurance Group BWIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-26,415
Closed -$580K 4746
2026
Q1
$580K Buy
26,415
+2,058
+8% +$44.5K 0.01% 1202
2025
Q4
$585K Buy
24,357
+9,941
+69% +$253K 0.01% 1141
2025
Q3
$407K Buy
14,416
+37
+0.3% +$1.28K 0.01% 1306
2025
Q2
$530K Buy
14,379
+1,277
+10% +$51.8K 0.01% 1133
2025
Q1
$586K Sell
13,102
-253
-2% -$10.3K 0.01% 980
2024
Q4
$518K Buy
13,355
+4,065
+44% +$190K 0.01% 1028
2024
Q3
$330K Hold
9,290
0.01% 1167
2024
Q2
$330K Buy
+9,290
New +$287K 0.01% 1167
2024
Q1
Sell
-964
Closed -$23.2K 3732
2023
Q4
$23.2K Buy
+964
New +$20.5K ﹤0.01% 2444
2023
Q2
Sell
-775
Closed -$19.7K 3732
2023
Q1
$19.7K Sell
775
-539
-41% -$15K ﹤0.01% 2549
2022
Q4
$33K Buy
+1,314
New +$36.2K ﹤0.01% 2194
2021
Q4
Sell
-6,359
Closed -$212K 1524
2021
Q3
$212K Sell
6,359
-1,122
-15% -$35.1K 0.01% 1246
2021
Q2
$199K Hold
7,481
0.01% 1273
2021
Q1
$204K Sell
7,481
-568
-7% -$15.4K 0.01% 1179
2020
Q4
$241K Buy
8,049
+6,236
+344% +$180K 0.01% 994
2020
Q3
$45K Buy
+1,813
New +$39.2K ﹤0.01% 1653
2020
Q2
Sell
-1,273
Closed -$13K 2792
2020
Q1
$13K Buy
+1,273
New +$19.4K ﹤0.01% 2124

Other funds holding BWIN

Advisory Services Network's BWIN Position: Q2 2026 in Review

Advisory Services Network sold out of Baldwin Insurance Group (BWIN) in Q2 2026, closing a stake of 26,415 shares — an estimated $580K sold.

Advisory Services Network first reported a position in BWIN in Q1 2020 and held it in 17 quarters. The position peaked at $586K in Q1 2025. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Advisory Services Network reported no remaining Baldwin Insurance Group position as of Q2 2026 after selling out during the quarter.
  • Advisory Services Network sold 26,415 Baldwin Insurance Group shares in Q2 2026, an estimated $580K.
  • Advisory Services Network first reported a position in Baldwin Insurance Group in Q1 2020 and held it in 17 quarters.
  • Advisory Services Network's Baldwin Insurance Group position peaked at $586K in Q1 2025.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.