Cape Investment Advisory’s Baldwin Insurance Group BWIN Stock Holding History

Cape Investment Advisory’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	$2.45K	Buy	77 +17	+28%	+$501	﹤0.01%	1214
2026 Q2	$1.59K	Buy	+60	New	+$1.3K	﹤0.01%	1270
2026 Q1	–	Sell	-55	Closed	-$1.32K	–	1269
2025 Q4	$1.32K	Hold	55	–	–	﹤0.01%	1161
2025 Q3	$1.55K	Hold	55	–	–	﹤0.01%	705
2025 Q2	$2.35K	Buy	+55	New	+$2.23K	﹤0.01%	915

Other funds holding BWIN

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 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

EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return

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

Cape Investment Advisory's BWIN Position: Q3 2026 in Review

Cape Investment Advisory increased its Baldwin Insurance Group (BWIN) stake by 28% in Q3 2026, buying an estimated $501 and bringing the position to 77 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1214.

Cape Investment Advisory first reported a position in BWIN in Q2 2025 and has held it in 5 quarters since. 16 funds tracked by Wall St. Rank hold BWIN as of Q3 2026.

Cape Investment Advisory held 77 shares of Baldwin Insurance Group worth $2.45K as of Q3 2026.
Cape Investment Advisory bought 17 Baldwin Insurance Group shares in Q3 2026, an estimated $501.
Baldwin Insurance Group made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #1214 holding.
Cape Investment Advisory first reported a position in Baldwin Insurance Group in Q2 2025 and has held it in 5 quarters since.
16 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.