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 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

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

AssetMark Inc's BWIN Position: Q2 2026 in Review

AssetMark Inc reduced its Baldwin Insurance Group (BWIN) stake by 13% in Q2 2026, selling an estimated $75.2K and leaving 22,816 shares worth $606K. The position accounts for ﹤0.01% of the portfolio, ranked #1191.

AssetMark Inc first reported a position in BWIN in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.22M in Q2 2025. 48 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

AssetMark Inc held 22,816 shares of Baldwin Insurance Group worth $606K as of Q2 2026.
AssetMark Inc sold 3,477 Baldwin Insurance Group shares in Q2 2026, an estimated $75.2K.
Baldwin Insurance Group made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1191 holding.
AssetMark Inc first reported a position in Baldwin Insurance Group in Q2 2024 and has held it in 9 quarters since.
AssetMark Inc's Baldwin Insurance Group position peaked at $1.22M in Q2 2025.
48 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.