AssetMark Inc’s Baldwin Insurance Group BWIN Stock Holding History

AssetMark Inc’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 Q3	$1.05M	Buy	33,027 +10,211	+45%	+$301K	﹤0.01%	1085
2026 Q2	$606K	Sell	22,816 -3,477	-13%	-$75.2K	﹤0.01%	1191
2026 Q1	$577K	Sell	26,293 -369	-1%	-$7.98K	﹤0.01%	1137
2025 Q4	$641K	Sell	26,662 -714	-3%	-$18.2K	﹤0.01%	1099
2025 Q3	$772K	Sell	27,376 -1,028	-4%	-$35.7K	﹤0.01%	1019
2025 Q2	$1.22M	Buy	28,404 +27,434	+2,828%	+$1.11M	﹤0.01%	882
2025 Q1	$43.3K	Hold	970	–	–	﹤0.01%	1474
2024 Q4	$37.6K	Hold	970	–	–	﹤0.01%	1498
2024 Q3	$48.3K	Hold	970	–	–	﹤0.01%	1298
2024 Q2	$34.4K	Buy	+970	New	+$30K	﹤0.01%	1294

Other funds holding BWIN

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Nicholas Company Milwaukee, Wisconsin $5.45B AUM 19.89% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Summit Creek Advisors Minneapolis, Minnesota $250M AUM 18.04% 1-Year Est. Return

AssetMark Inc's BWIN Position: Q3 2026 in Review

AssetMark Inc increased its Baldwin Insurance Group (BWIN) stake by 45% in Q3 2026, buying an estimated $301K and bringing the position to 33,027 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

AssetMark Inc first reported a position in BWIN in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.22M in Q2 2025. 76 funds tracked by Wall St. Rank hold BWIN as of Q3 2026.

AssetMark Inc held 33,027 shares of Baldwin Insurance Group worth $1.05M as of Q3 2026.
AssetMark Inc bought 10,211 Baldwin Insurance Group shares in Q3 2026, an estimated $301K.
Baldwin Insurance Group made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1085 holding.
AssetMark Inc first reported a position in Baldwin Insurance Group in Q2 2024 and has held it in 10 quarters since.
AssetMark Inc's Baldwin Insurance Group position peaked at $1.22M in Q2 2025.
76 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.