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

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

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

Sunburst Financial Group Vestavia Hills, Alabama $598M AUM 18% 1-Year Est. Return

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return