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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
Q3 		– Sell
-672
Closed -$17.9K – 1420
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

ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
E
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Elevation Wealth Partners's BWIN Position: Q3 2026 in Review

Elevation Wealth Partners sold out of Baldwin Insurance Group (BWIN) in Q3 2026, closing a stake of 672 shares — an estimated $17.9K sold.

Elevation Wealth Partners first reported a position in BWIN in Q1 2023 and held it in 14 quarters. The position peaked at $50K in Q2 2025. 16 funds tracked by Wall St. Rank hold BWIN as of Q3 2026.

  • Elevation Wealth Partners reported no remaining Baldwin Insurance Group position as of Q3 2026 after selling out during the quarter.
  • Elevation Wealth Partners sold 672 Baldwin Insurance Group shares in Q3 2026, an estimated $17.9K.
  • Elevation Wealth Partners first reported a position in Baldwin Insurance Group in Q1 2023 and held it in 14 quarters.
  • Elevation Wealth Partners's Baldwin Insurance Group position peaked at $50K in Q2 2025.
  • 16 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.