Creative Planning’s Baldwin Insurance Group BWIN Stock Holding History

Creative Planning’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 Q1	$1.21M	Buy	55,233 +27,593	+100%	+$597K	﹤0.01%	2303
2025 Q4	$664K	Buy	27,640 +19,707	+248%	+$502K	﹤0.01%	2608
2025 Q3	$224K	Buy	7,933 +350	+5%	+$12.2K	﹤0.01%	3377
2025 Q2	$325K	Sell	7,583 -1,881	-20%	-$76.3K	﹤0.01%	2836
2025 Q1	$423K	Buy	9,464 +1,367	+17%	+$55.7K	﹤0.01%	2452
2024 Q4	$314K	Sell	8,097 -1,882	-19%	-$87.8K	﹤0.01%	2628
2024 Q3	$497K	Buy	9,979 +2,377	+31%	+$103K	﹤0.01%	2116
2024 Q2	$270K	Buy	+7,602	New	+$235K	﹤0.01%	2447
2023 Q4	–	Sell	-130	Closed	-$3.02K	–	3116
2023 Q3	$3.02K	Buy	+130	New	+$3.25K	﹤0.01%	2778

Other funds holding BWIN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's BWIN Position: Q1 2026 in Review

Creative Planning increased its Baldwin Insurance Group (BWIN) stake by 100% in Q1 2026, buying an estimated $597K and bringing the position to 55,233 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2303.

Creative Planning first reported a position in BWIN in Q3 2023 and has held it in 9 quarters since. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

Creative Planning held 55,233 shares of Baldwin Insurance Group worth $1.21M as of Q1 2026.
Creative Planning bought 27,593 Baldwin Insurance Group shares in Q1 2026, an estimated $597K.
Baldwin Insurance Group made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2303 holding.
Creative Planning first reported a position in Baldwin Insurance Group in Q3 2023 and has held it in 9 quarters since.
218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.