Carson Wealth (CWM LLC)
BWIN

Carson Wealth (CWM LLC)’s Baldwin Insurance Group BWIN Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$2.52M Buy
114,948
+114,210
+15,476% +$2.47M 0.01% 1099
2025
Q4 		$18K Buy
738
+471
+176% +$12K ﹤0.01% 4241
2025
Q3 		$8K Buy
267
+25
+10% +$868 ﹤0.01% 4593
2025
Q2 		$10K Sell
242
-43
-15% -$1.75K ﹤0.01% 4326
2025
Q1 		$13K Buy
285
+32
+13% +$1.3K ﹤0.01% 3979
2024
Q4 		$10K Buy
253
+11
+5% +$513 ﹤0.01% 3901
2024
Q3 		$12K Buy
242
+51
+27% +$2.22K ﹤0.01% 3713
2024
Q2 		$7K Buy
191
+6
+3% +$186 ﹤0.01% 3742
2024
Q1 		$5K Hold
185
– – ﹤0.01% 3711
2023
Q4 		$4K Sell
185
-6
-3% -$128 ﹤0.01% 3649
2023
Q3 		$4K Sell
191
-425
-69% -$10.6K ﹤0.01% 3617
2023
Q2 		$15K Sell
616
-68
-10% -$1.61K ﹤0.01% 2846
2023
Q1 		$17K Buy
684
+1
+0.1% +$28 ﹤0.01% 2635
2022
Q4 		$17K Buy
683
+458
+204% +$12.6K ﹤0.01% 2492
2022
Q3 		$6K Hold
225
– – ﹤0.01% 3015
2022
Q2 		$5K Buy
+225
New +$5.47K ﹤0.01% 3025

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BWIN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Baldwin Insurance Group (BWIN) stake by 15,476% in Q1 2026, buying an estimated $2.47M and bringing the position to 114,948 shares worth $2.52M. The position accounts for 0.01% of the portfolio, ranked #1099.

Carson Wealth (CWM LLC) first reported a position in BWIN in Q2 2022 and has held it in 16 quarters since. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 114,948 shares of Baldwin Insurance Group worth $2.52M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 114,210 Baldwin Insurance Group shares in Q1 2026, an estimated $2.47M.
  • Baldwin Insurance Group made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1099 holding.
  • Carson Wealth (CWM LLC) first reported a position in Baldwin Insurance Group in Q2 2022 and has held it in 16 quarters since.
  • 218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.