EntreWealth’s Baldwin Insurance Group BWIN Stock Holding History

EntreWealth’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	$231K	Sell	7,261 -17,607	-71%	-$519K	0.08%	140
2026 Q2	$711K	Sell	24,868 -12,469	-33%	-$270K	0.26%	71
2026 Q1	$819K	Hold	37,337	–	–	0.37%	50
2025 Q4	$731K	Buy	37,337 +8,551	+30%	+$218K	0.33%	54
2025 Q3	$812K	Buy	+28,786	New	+$1,000K	0.42%	46

Other funds holding BWIN

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

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

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

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

EntreWealth's BWIN Position: Q3 2026 in Review

EntreWealth reduced its Baldwin Insurance Group (BWIN) stake by 71% in Q3 2026, selling an estimated $519K and leaving 7,261 shares worth $231K. The position accounts for 0.08% of the portfolio, ranked #140.

EntreWealth first reported a position in BWIN in Q3 2025 and has held it in 5 quarters since. The position peaked at $819K in Q1 2026. 16 funds tracked by Wall St. Rank hold BWIN as of Q3 2026.

EntreWealth held 7,261 shares of Baldwin Insurance Group worth $231K as of Q3 2026.
EntreWealth sold 17,607 Baldwin Insurance Group shares in Q3 2026, an estimated $519K.
Baldwin Insurance Group made up 0.08% of EntreWealth's portfolio in Q3 2026, its #140 holding.
EntreWealth first reported a position in Baldwin Insurance Group in Q3 2025 and has held it in 5 quarters since.
EntreWealth's Baldwin Insurance Group position peaked at $819K in Q1 2026.
16 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2026.

Based on EntreWealth's 13F filing for Q3 2026, filed 14 Oct 2026.