EWP
BWIN

Elevation Wealth Partners’s Baldwin Insurance Group BWIN Stock Holding History

Elevation Wealth Partners’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 		$17.9K Hold
672
– – 0.01% 626
2026
Q1 		$14.7K Sell
672
-495
-42% -$10.7K 0.01% 440
2025
Q4 		$28K Hold
1,167
– – 0.01% 312
2025
Q3 		$32.9K Hold
1,167
– – 0.01% 282
2025
Q2 		$50K Buy
1,167
+172
+17% +$6.98K 0.02% 237
2025
Q1 		$44.5K Buy
995
+161
+19% +$6.56K 0.02% 240
2024
Q4 		$32.3K Buy
834
+162
+24% +$7.56K 0.01% 275
2024
Q3 		$33.5K Hold
672
– – 0.01% 262
2024
Q2 		$23.8K Hold
672
– – 0.01% 280
2024
Q1 		$19.4K Hold
672
– – 0.01% 297
2023
Q4 		$15.6K Hold
672
– – 0.01% 299
2023
Q3 		$15.6K Hold
672
– – 0.01% 223
2023
Q2 		$16.7K Hold
672
– – 0.01% 224
2023
Q1 		$17.1K Buy
+672
New +$18.7K 0.02% 234

Other funds holding BWIN

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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

Elevation Wealth Partners's BWIN Position: Q2 2026 in Review

Elevation Wealth Partners held its Baldwin Insurance Group (BWIN) position steady in Q2 2026 at 672 shares worth $17.9K. The position accounts for 0.01% of the portfolio, ranked #626.

Elevation Wealth Partners first reported a position in BWIN in Q1 2023 and has held it in 14 quarters since. The position peaked at $50K in Q2 2025. 43 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Elevation Wealth Partners held 672 shares of Baldwin Insurance Group worth $17.9K as of Q2 2026.
  • Elevation Wealth Partners left its Baldwin Insurance Group share count unchanged in Q2 2026.
  • Baldwin Insurance Group made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #626 holding.
  • Elevation Wealth Partners first reported a position in Baldwin Insurance Group in Q1 2023 and has held it in 14 quarters since.
  • Elevation Wealth Partners's Baldwin Insurance Group position peaked at $50K in Q2 2025.
  • 43 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.