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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
Q3 		$2.93K Sell
92
-300
-77% -$8.84K ﹤0.01% 439
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

ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
E
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Atwood & Palmer's BWIN Position: Q3 2026 in Review

Atwood & Palmer reduced its Baldwin Insurance Group (BWIN) stake by 77% in Q3 2026, selling an estimated $8.84K and leaving 92 shares worth $2.93K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

Atwood & Palmer first reported a position in BWIN in Q4 2021 and has held it in 20 quarters since. The position peaked at $28.9K in Q3 2024. 16 funds tracked by Wall St. Rank hold BWIN as of Q3 2026.

  • Atwood & Palmer held 92 shares of Baldwin Insurance Group worth $2.93K as of Q3 2026.
  • Atwood & Palmer sold 300 Baldwin Insurance Group shares in Q3 2026, an estimated $8.84K.
  • Baldwin Insurance Group made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #439 holding.
  • Atwood & Palmer first reported a position in Baldwin Insurance Group in Q4 2021 and has held it in 20 quarters since.
  • Atwood & Palmer's Baldwin Insurance Group position peaked at $28.9K in Q3 2024.
  • 16 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.