Brinker Capital Investments’s Baldwin Insurance Group BWIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.03M Buy
38,563
+14,465
+60% +$313K 0.01% 1153
2026
Q1
$529K Buy
24,098
+6,662
+38% +$144K ﹤0.01% 1424
2025
Q4
$419K Sell
17,436
-5,933
-25% -$151K ﹤0.01% 1665
2025
Q3
$659K Buy
23,369
+914
+4% +$31.7K 0.01% 1425
2025
Q2
$961K Buy
+22,455
New +$911K 0.01% 1208
2022
Q2
– Sell
-8,827
Closed -$237K – 1437
2022
Q1
$237K Sell
8,827
-5,140
-37% -$148K ﹤0.01% 1300
2021
Q4
$504K Buy
+13,967
New +$516K 0.01% 1051

Other funds holding BWIN

Brinker Capital Investments's BWIN Position: Q2 2026 in Review

Brinker Capital Investments increased its Baldwin Insurance Group (BWIN) stake by 60% in Q2 2026, buying an estimated $313K and bringing the position to 38,563 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #1153.

Brinker Capital Investments first reported a position in BWIN in Q4 2021 and has held it in 7 quarters since. 228 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Brinker Capital Investments held 38,563 shares of Baldwin Insurance Group worth $1.03M as of Q2 2026.
  • Brinker Capital Investments bought 14,465 Baldwin Insurance Group shares in Q2 2026, an estimated $313K.
  • Baldwin Insurance Group made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1153 holding.
  • Brinker Capital Investments first reported a position in Baldwin Insurance Group in Q4 2021 and has held it in 7 quarters since.
  • 228 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.