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
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 2025 in Review

Continuum Advisory sold out of Baldwin Insurance Group (BWIN) in Q2 2025, closing a stake of 1,401 shares — an estimated $62.6K sold.

Continuum Advisory first reported a position in BWIN in Q1 2024 and held it in 5 quarters. The position peaked at $159K in Q2 2024. 226 funds tracked by Wall St. Rank hold BWIN as of Q2 2025.

  • Continuum Advisory reported no remaining Baldwin Insurance Group position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 1,401 Baldwin Insurance Group shares in Q2 2025, an estimated $62.6K.
  • Continuum Advisory first reported a position in Baldwin Insurance Group in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's Baldwin Insurance Group position peaked at $159K in Q2 2024.
  • 226 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.