CWG
BWIN

Cornerstone Wealth Group’s Baldwin Insurance Group BWIN Stock Holding History

Cornerstone Wealth Group’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 		$444K Sell
16,709
-17
-0.1% -$368 0.03% 261
2026
Q1 		$444K Buy
16,726
+7
+0% +$151 0.03% 247
2025
Q4 		$402K Buy
16,719
+19
+0.1% +$484 0.03% 233
2025
Q3 		$471K Sell
16,700
-1
-0% -$35 0.03% 205
2025
Q2 		$715K Sell
16,701
-12
-0.1% -$487 0.05% 157
2025
Q1 		$747K Buy
16,713
+3
+0% +$122 0.06% 150
2024
Q4 		$648K Buy
16,710
+10
+0.1% +$466 0.05% 150
2024
Q3 		$832K Hold
16,700
– – 0.07% 141
2024
Q2 		$592K Sell
16,700
-188
-1% -$5.82K 0.05% 150
2024
Q1 		$489K Buy
+16,888
New +$444K 0.04% 160

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cornerstone Wealth Group's BWIN Position: Q2 2026 in Review

Cornerstone Wealth Group reduced its Baldwin Insurance Group (BWIN) stake by 0.1% in Q2 2026, selling an estimated $368 and leaving 16,709 shares worth $444K. The position accounts for 0.03% of the portfolio, ranked #261.

Cornerstone Wealth Group first reported a position in BWIN in Q1 2024 and has held it in 10 quarters since. The position peaked at $832K in Q3 2024. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Cornerstone Wealth Group held 16,709 shares of Baldwin Insurance Group worth $444K as of Q2 2026.
  • Cornerstone Wealth Group sold 17 Baldwin Insurance Group shares in Q2 2026, an estimated $368.
  • Baldwin Insurance Group made up 0.03% of Cornerstone Wealth Group's portfolio in Q2 2026, its #261 holding.
  • Cornerstone Wealth Group first reported a position in Baldwin Insurance Group in Q1 2024 and has held it in 10 quarters since.
  • Cornerstone Wealth Group's Baldwin Insurance Group position peaked at $832K in Q3 2024.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.