Core Wealth Advisors (Florida)’s Baldwin Insurance Group BWIN Stock Holding History

Core Wealth Advisors (Florida)’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 Q2	$250K	Hold	9,424	–	–	0.05%	117
2026 Q1	$207K	Buy	+9,424	New	+$204K	0.05%	110
2025 Q3	–	Sell	-4,915	Closed	-$210K	–	95
2025 Q2	$210K	Buy	4,915 +405	+9%	+$16.4K	0.06%	72
2025 Q1	$202K	Buy	+4,510	New	+$184K	0.06%	69
2024 Q4	–	Sell	-4,509	Closed	-$225K	–	64
2024 Q3	$225K	Buy	+4,509	New	+$196K	0.07%	55
2024 Q2	–	Sell	-4,509	Closed	-$130K	–	254
2024 Q1	$130K	Buy	+4,509	New	+$118K	0.04%	64

Other funds holding BWIN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Core Wealth Advisors (Florida)'s BWIN Position: Q2 2026 in Review

Core Wealth Advisors (Florida) held its Baldwin Insurance Group (BWIN) position steady in Q2 2026 at 9,424 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #117.

Core Wealth Advisors (Florida) first reported a position in BWIN in Q1 2024 and has held it in 6 quarters since. 226 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Core Wealth Advisors (Florida) held 9,424 shares of Baldwin Insurance Group worth $250K as of Q2 2026.
Core Wealth Advisors (Florida) left its Baldwin Insurance Group share count unchanged in Q2 2026.
Baldwin Insurance Group made up 0.05% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #117 holding.
Core Wealth Advisors (Florida) first reported a position in Baldwin Insurance Group in Q1 2024 and has held it in 6 quarters since.
226 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.