Clearstead Advisors’s Baldwin Insurance Group BWIN Stock Holding History
Bought
Maintained
Sold
Other funds holding BWIN
Clearstead Advisors's BWIN Position: Q2 2026 in Review
Clearstead Advisors opened a new position in Baldwin Insurance Group (BWIN) in Q2 2026: 78 shares worth $2.07K. The stake represents ﹤0.01% of the portfolio and ranks #2471 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in BWIN as recently as Q3 2025.
Clearstead Advisors first reported a position in BWIN in Q2 2025 and has held it in 3 quarters since. The position peaked at $33.8K in Q2 2025. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.
- Clearstead Advisors held 78 shares of Baldwin Insurance Group worth $2.07K as of Q2 2026.
- Baldwin Insurance Group was a new Clearstead Advisors position in Q2 2026.
- Baldwin Insurance Group made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2471 holding.
- Clearstead Advisors first reported a position in Baldwin Insurance Group in Q2 2025 and has held it in 3 quarters since.
- Clearstead Advisors's Baldwin Insurance Group position peaked at $33.8K in Q2 2025.
- 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.