ACM
BWIN

Aurdan Capital Management’s Baldwin Insurance Group BWIN Stock Holding History

Aurdan Capital Management’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 		$258K Hold
9,700
– – 0.07% 89
2026
Q1 		$213K Buy
+9,700
New +$210K 0.06% 87

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

Aurdan Capital Management's BWIN Position: Q2 2026 in Review

Aurdan Capital Management held its Baldwin Insurance Group (BWIN) position steady in Q2 2026 at 9,700 shares worth $258K. The position accounts for 0.07% of the portfolio, ranked #89.

Aurdan Capital Management first reported a position in BWIN in Q1 2026 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Aurdan Capital Management held 9,700 shares of Baldwin Insurance Group worth $258K as of Q2 2026.
  • Aurdan Capital Management left its Baldwin Insurance Group share count unchanged in Q2 2026.
  • Baldwin Insurance Group made up 0.07% of Aurdan Capital Management's portfolio in Q2 2026, its #89 holding.
  • Aurdan Capital Management first reported a position in Baldwin Insurance Group in Q1 2026 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Aurdan Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.