CA
BWIN

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
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

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CoreCap Advisors's BWIN Position: Q2 2026 in Review

CoreCap Advisors increased its Baldwin Insurance Group (BWIN) stake by 29% in Q2 2026, buying an estimated $151 and bringing the position to 31 shares worth $824. The position accounts for ﹤0.01% of the portfolio, ranked #2745.

CoreCap Advisors first reported a position in BWIN in Q4 2024 and has held it in 5 quarters since. 26 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • CoreCap Advisors held 31 shares of Baldwin Insurance Group worth $824 as of Q2 2026.
  • CoreCap Advisors bought 7 Baldwin Insurance Group shares in Q2 2026, an estimated $151.
  • Baldwin Insurance Group made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2745 holding.
  • CoreCap Advisors first reported a position in Baldwin Insurance Group in Q4 2024 and has held it in 5 quarters since.
  • 26 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.