DT
BWIN

Diversified Trust’s Baldwin Insurance Group BWIN Stock Holding History

Diversified Trust’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 		$711K Sell
26,734
-6,749
-20% -$146K 0.01% 634
2026
Q1 		$735K Sell
33,483
-26,319
-44% -$569K 0.01% 559
2025
Q4 		$1.44M Buy
59,802
+17,162
+40% +$437K 0.03% 334
2025
Q3 		$1.2M Buy
42,640
+10,989
+35% +$382K 0.02% 374
2025
Q2 		$1.35M Buy
31,651
+4,109
+15% +$167K 0.03% 314
2025
Q1 		$1.23M Buy
27,542
+7,206
+35% +$293K 0.03% 307
2024
Q4 		$788K Sell
20,336
-4,864
-19% -$227K 0.02% 445
2024
Q3 		$1.25M Sell
25,200
-12,600
-33% -$548K 0.03% 322
2024
Q2 		$1.34M Buy
37,800
+3,800
+11% +$118K 0.04% 260
2024
Q1 		$984K Buy
34,000
+10,050
+42% +$264K 0.03% 320
2023
Q4 		$575K Buy
23,950
+950
+4% +$20.2K 0.02% 459
2023
Q3 		$534K Buy
23,000
+2,650
+13% +$66.3K 0.02% 441
2023
Q2 		$504K Sell
20,350
-125
-0.6% -$2.96K 0.02% 456
2023
Q1 		$521K Buy
20,475
+1,200
+6% +$33.3K 0.02% 449
2022
Q4 		$485K Sell
19,275
-1,400
-7% -$38.6K 0.02% 435
2022
Q3 		$545K Hold
20,675
– – 0.02% 367
2022
Q2 		$499K Buy
20,675
+2,250
+12% +$54.7K 0.02% 385
2022
Q1 		$494K Buy
18,425
+4,705
+34% +$136K 0.02% 457
2021
Q4 		$495K Buy
13,720
+1,980
+17% +$73.2K 0.02% 465
2021
Q3 		$391K Buy
11,740
+2,740
+30% +$85.8K 0.01% 486
2021
Q2 		$240K Buy
+9,000
New +$244K 0.01% 640

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

Diversified Trust's BWIN Position: Q2 2026 in Review

Diversified Trust reduced its Baldwin Insurance Group (BWIN) stake by 20% in Q2 2026, selling an estimated $146K and leaving 26,734 shares worth $711K. The position accounts for 0.01% of the portfolio, ranked #634.

Diversified Trust first reported a position in BWIN in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.44M in Q4 2025. 22 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Diversified Trust held 26,734 shares of Baldwin Insurance Group worth $711K as of Q2 2026.
  • Diversified Trust sold 6,749 Baldwin Insurance Group shares in Q2 2026, an estimated $146K.
  • Baldwin Insurance Group made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #634 holding.
  • Diversified Trust first reported a position in Baldwin Insurance Group in Q2 2021 and has held it in 21 quarters since.
  • Diversified Trust's Baldwin Insurance Group position peaked at $1.44M in Q4 2025.
  • 22 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.