Aptus Capital Advisors’s Baldwin Insurance Group BWIN Stock Holding History
Bought
Maintained
Sold
Other funds holding BWIN
Aptus Capital Advisors's BWIN Position: Q2 2026 in Review
Aptus Capital Advisors increased its Baldwin Insurance Group (BWIN) stake by 0.06% in Q2 2026, buying an estimated $411 and bringing the position to 29,632 shares worth $788K. The position accounts for 0.01% of the portfolio, ranked #672.
Aptus Capital Advisors first reported a position in BWIN in Q1 2026 and has held it in 2 quarters since. 228 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.
- Aptus Capital Advisors held 29,632 shares of Baldwin Insurance Group worth $788K as of Q2 2026.
- Aptus Capital Advisors bought 19 Baldwin Insurance Group shares in Q2 2026, an estimated $411.
- Baldwin Insurance Group made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #672 holding.
- Aptus Capital Advisors first reported a position in Baldwin Insurance Group in Q1 2026 and has held it in 2 quarters since.
- 228 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.
Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.