Continuum Advisory’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
$15.2K Buy
+570
New +$12.3K ﹤0.01% 1133
2025
Q2
Sell
-1,401
Closed -$62.6K 1637
2025
Q1
$62.6K Sell
1,401
-543
-28% -$22.1K 0.01% 618
2024
Q4
$75.3K Buy
1,944
+294
+18% +$13.7K 0.01% 574
2024
Q3
$73.2K Sell
1,650
-2,827
-63% -$123K 0.01% 580
2024
Q2
$159K Sell
4,477
-423
-9% -$13.1K 0.02% 407
2024
Q1
$147K Buy
+4,900
New +$129K 0.02% 419

Other funds holding BWIN

Continuum Advisory's BWIN Position: Q2 2026 in Review

Continuum Advisory opened a new position in Baldwin Insurance Group (BWIN) in Q2 2026: 570 shares worth $15.2K. The stake represents ﹤0.01% of the portfolio and ranks #1133 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in BWIN as recently as Q1 2025.

Continuum Advisory first reported a position in BWIN in Q1 2024 and has held it in 6 quarters since. The position peaked at $159K in Q2 2024. 228 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Continuum Advisory held 570 shares of Baldwin Insurance Group worth $15.2K as of Q2 2026.
  • Baldwin Insurance Group was a new Continuum Advisory position in Q2 2026.
  • Baldwin Insurance Group made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1133 holding.
  • Continuum Advisory first reported a position in Baldwin Insurance Group in Q1 2024 and has held it in 6 quarters since.
  • Continuum Advisory's Baldwin Insurance Group position peaked at $159K in Q2 2024.
  • 228 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.