CoreCap Advisors
BWIN icon

CoreCap Advisors’s Baldwin Insurance Group BWIN Stock Holding History

CoreCap Advisors’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
Q3 		$985 Hold
31
– – ﹤0.01% 2665
2026
Q2 		$824 Buy
31
+7
+29% +$151 ﹤0.01% 2745
2026
Q1 		$527 Hold
24
– – ﹤0.01% 2641
2025
Q4 		$577 Buy
+24
New +$611 ﹤0.01% 2685
2025
Q2 		– Sell
-11
Closed -$492 – 3303
2025
Q1 		$492 Hold
11
– – ﹤0.01% 2690
2024
Q4 		$426 Buy
+11
New +$513 ﹤0.01% 2570

Other funds holding BWIN

Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Pathway Financial Advisors
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Sunburst Financial Group
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
EntreWealth
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return

CoreCap Advisors's BWIN Position: Q3 2026 in Review

CoreCap Advisors held its Baldwin Insurance Group (BWIN) position steady in Q3 2026 at 31 shares worth $985. The position accounts for ﹤0.01% of the portfolio, ranked #2665.

CoreCap Advisors first reported a position in BWIN in Q4 2024 and has held it in 6 quarters since. 28 funds tracked by Wall St. Rank hold BWIN as of Q3 2026.

  • CoreCap Advisors held 31 shares of Baldwin Insurance Group worth $985 as of Q3 2026.
  • CoreCap Advisors left its Baldwin Insurance Group share count unchanged in Q3 2026.
  • Baldwin Insurance Group made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2665 holding.
  • CoreCap Advisors first reported a position in Baldwin Insurance Group in Q4 2024 and has held it in 6 quarters since.
  • 28 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.