Creative Planning’s Baldwin Insurance Group BWIN Stock Holding History
Bought
Maintained
Sold
Other funds holding BWIN
Creative Planning's BWIN Position: Q2 2026 in Review
Creative Planning reduced its Baldwin Insurance Group (BWIN) stake by 27% in Q2 2026, selling an estimated $319K and leaving 40,498 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #2585.
Creative Planning first reported a position in BWIN in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.21M in Q1 2026. 228 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.
- Creative Planning held 40,498 shares of Baldwin Insurance Group worth $1.08M as of Q2 2026.
- Creative Planning sold 14,735 Baldwin Insurance Group shares in Q2 2026, an estimated $319K.
- Baldwin Insurance Group made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2585 holding.
- Creative Planning first reported a position in Baldwin Insurance Group in Q3 2023 and has held it in 10 quarters since.
- Creative Planning's Baldwin Insurance Group position peaked at $1.21M in Q1 2026.
- 228 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.