Atwood & Palmer’s Baldwin Insurance Group BWIN Stock Holding History

Atwood & Palmer’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	$10.4K	Hold	392	–	–	﹤0.01%	374
2026 Q1	$8.61K	Hold	392	–	–	﹤0.01%	385
2025 Q4	$9.42K	Hold	392	–	–	﹤0.01%	383
2025 Q3	$11.1K	Sell	392 -167	-30%	-$5.8K	﹤0.01%	373
2025 Q2	$23.9K	Sell	559 -21	-4%	-$852	﹤0.01%	303
2025 Q1	$25.9K	Hold	580	–	–	﹤0.01%	272
2024 Q4	$22.5K	Hold	580	–	–	﹤0.01%	277
2024 Q3	$28.9K	Sell	580 -50	-8%	-$2.17K	﹤0.01%	265
2024 Q2	$22.3K	Hold	630	–	–	﹤0.01%	291
2024 Q1	$18.2K	Hold	630	–	–	﹤0.01%	281
2023 Q4	$15.1K	Hold	630	–	–	﹤0.01%	294
2023 Q3	$14.6K	Hold	630	–	–	﹤0.01%	288
2023 Q2	$15.6K	Buy	630 +190	+43%	+$4.5K	﹤0.01%	293
2023 Q1	$11.2K	Buy	440 +110	+33%	+$3.06K	﹤0.01%	296
2022 Q4	$8.3K	Hold	330	–	–	﹤0.01%	330
2022 Q3	$9K	Buy	330 +30	+10%	+$854	﹤0.01%	311
2022 Q2	$7K	Hold	300	–	–	﹤0.01%	347
2022 Q1	$8K	Hold	300	–	–	﹤0.01%	384
2021 Q4	$11K	Buy	+300	New	+$11.1K	﹤0.01%	373

Other funds holding BWIN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atwood & Palmer's BWIN Position: Q2 2026 in Review

Atwood & Palmer held its Baldwin Insurance Group (BWIN) position steady in Q2 2026 at 392 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Atwood & Palmer first reported a position in BWIN in Q4 2021 and has held it in 19 quarters since. The position peaked at $28.9K in Q3 2024. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Atwood & Palmer held 392 shares of Baldwin Insurance Group worth $10.4K as of Q2 2026.
Atwood & Palmer left its Baldwin Insurance Group share count unchanged in Q2 2026.
Baldwin Insurance Group made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #374 holding.
Atwood & Palmer first reported a position in Baldwin Insurance Group in Q4 2021 and has held it in 19 quarters since.
Atwood & Palmer's Baldwin Insurance Group position peaked at $28.9K in Q3 2024.
227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.