Annis Gardner Whiting Capital Advisors’s Baldwin Insurance Group BWIN Stock Holding History
Bought
Maintained
Sold
Other funds holding BWIN
Annis Gardner Whiting Capital Advisors's BWIN Position: Q2 2026 in Review
Annis Gardner Whiting Capital Advisors reduced its Baldwin Insurance Group (BWIN) stake by 7.9% in Q2 2026, selling an estimated $2.92M and leaving 1,582,587 shares worth $42.1M. The position accounts for 6.31% of the portfolio, ranked #3.
Annis Gardner Whiting Capital Advisors first reported a position in BWIN in Q3 2023 and has held it in 11 quarters since. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.
- Annis Gardner Whiting Capital Advisors held 1,582,587 shares of Baldwin Insurance Group worth $42.1M as of Q2 2026.
- Annis Gardner Whiting Capital Advisors sold 134,951 Baldwin Insurance Group shares in Q2 2026, an estimated $2.92M.
- Baldwin Insurance Group made up 6.31% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #3 holding.
- Annis Gardner Whiting Capital Advisors first reported a position in Baldwin Insurance Group in Q3 2023 and has held it in 11 quarters since.
- 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.
Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.