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Equitable Trust’s Baldwin Insurance Group BWIN Stock Holding History

Equitable 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
Q3 		$9M Hold
282,998
– – 0.38% 59
2026
Q2 		$7.52M Hold
282,998
– – 0.31% 69
2026
Q1 		$6.21M Buy
+282,998
New +$6.12M 0.29% 69

Other funds holding BWIN

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

Equitable Trust's BWIN Position: Q3 2026 in Review

Equitable Trust held its Baldwin Insurance Group (BWIN) position steady in Q3 2026 at 282,998 shares worth $9M. The position accounts for 0.38% of the portfolio, ranked #59.

Equitable Trust first reported a position in BWIN in Q1 2026 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold BWIN as of Q3 2026.

  • Equitable Trust held 282,998 shares of Baldwin Insurance Group worth $9M as of Q3 2026.
  • Equitable Trust left its Baldwin Insurance Group share count unchanged in Q3 2026.
  • Baldwin Insurance Group made up 0.38% of Equitable Trust's portfolio in Q3 2026, its #59 holding.
  • Equitable Trust first reported a position in Baldwin Insurance Group in Q1 2026 and has held it in 3 quarters since.
  • 16 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.