Arax Advisory Partners’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
$29.4K Buy
1,105
+937
+558% +$20.3K ﹤0.01% 3688
2026
Q1
$1.29K Sell
168
-98
-37% -$2.12K ﹤0.01% 3227
2025
Q4
$6.39K Buy
266
+191
+255% +$4.86K ﹤0.01% 2717
2025
Q3
$2.12K Buy
75
+62
+477% +$2.15K ﹤0.01% 3103
2025
Q2
$557 Sell
13
-13
-50% -$527 ﹤0.01% 2917
2025
Q1
$1.16K Sell
26
-30
-54% -$1.22K ﹤0.01% 2259
2024
Q4
$2.17K Hold
56
﹤0.01% 1994
2024
Q3
$2.79K Sell
56
-11
-16% -$478 ﹤0.01% 1934
2024
Q2
$2.38K Buy
+67
New +$2.07K ﹤0.01% 1902

Other funds holding BWIN

Arax Advisory Partners's BWIN Position: Q2 2026 in Review

Arax Advisory Partners increased its Baldwin Insurance Group (BWIN) stake by 558% in Q2 2026, buying an estimated $20.3K and bringing the position to 1,105 shares worth $29.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3688.

Arax Advisory Partners first reported a position in BWIN in Q2 2024 and has held it in 9 quarters since. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Arax Advisory Partners held 1,105 shares of Baldwin Insurance Group worth $29.4K as of Q2 2026.
  • Arax Advisory Partners bought 937 Baldwin Insurance Group shares in Q2 2026, an estimated $20.3K.
  • Baldwin Insurance Group made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3688 holding.
  • Arax Advisory Partners first reported a position in Baldwin Insurance Group in Q2 2024 and has held it in 9 quarters since.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.