Allworth Financial’s Baldwin Insurance Group BWIN Stock Holding History

Allworth Financial’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 Q2	$11.5K	Sell	434 -331	-43%	-$7.16K	﹤0.01%	3615
2026 Q1	$16.8K	Buy	765 +452	+144%	+$9.78K	﹤0.01%	3118
2025 Q4	$7.52K	Buy	313 +204	+187%	+$5.2K	﹤0.01%	3452
2025 Q3	$3.08K	Buy	109 +54	+98%	+$1.88K	﹤0.01%	3809
2025 Q2	$2.35K	Buy	55 +24	+77%	+$974	﹤0.01%	3633
2025 Q1	$1.34K	Sell	31 -4	-11%	-$163	﹤0.01%	3369
2024 Q4	$1.46K	Buy	35 +4	+13%	+$187	﹤0.01%	3273
2024 Q3	$1.54K	Buy	31 +15	+94%	+$652	﹤0.01%	3064
2024 Q2	$641	Hold	16	–	–	﹤0.01%	3303
2024 Q1	$464	Hold	16	–	–	﹤0.01%	3303
2023 Q4	$385	Hold	16	–	–	﹤0.01%	3189
2023 Q3	$372	Sell	16 -2,000	-99%	-$50K	﹤0.01%	3114
2023 Q2	$50K	Buy	2,016 +2,009	+28,700%	+$47.6K	﹤0.01%	1126
2023 Q1	$179	Sell	7 -12	-63%	-$333	﹤0.01%	3030
2022 Q4	$478	Hold	19	–	–	﹤0.01%	2643
2022 Q3	$1K	Sell	19 -8	-30%	-$228	﹤0.01%	2559
2022 Q2	$1K	Buy	+27	New	+$656	﹤0.01%	2300

Other funds holding BWIN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial's BWIN Position: Q2 2026 in Review

Allworth Financial reduced its Baldwin Insurance Group (BWIN) stake by 43% in Q2 2026, selling an estimated $7.16K and leaving 434 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3615.

Allworth Financial first reported a position in BWIN in Q2 2022 and has held it in 17 quarters since. The position peaked at $50K in Q2 2023. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Allworth Financial held 434 shares of Baldwin Insurance Group worth $11.5K as of Q2 2026.
Allworth Financial sold 331 Baldwin Insurance Group shares in Q2 2026, an estimated $7.16K.
Baldwin Insurance Group made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3615 holding.
Allworth Financial first reported a position in Baldwin Insurance Group in Q2 2022 and has held it in 17 quarters since.
Allworth Financial's Baldwin Insurance Group position peaked at $50K in Q2 2023.
227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.