Essential Partners’s Baldwin Insurance Group BWIN Stock Holding History
Bought
Maintained
Sold
Other funds holding BWIN
Essential Partners's BWIN Position: Q2 2026 in Review
Essential Partners reduced its Baldwin Insurance Group (BWIN) stake by 37% in Q2 2026, selling an estimated $3.72K and leaving 298 shares worth $7.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1324.
Essential Partners first reported a position in BWIN in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.3K in Q1 2026. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.
- Essential Partners held 298 shares of Baldwin Insurance Group worth $7.92K as of Q2 2026.
- Essential Partners sold 172 Baldwin Insurance Group shares in Q2 2026, an estimated $3.72K.
- Baldwin Insurance Group made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1324 holding.
- Essential Partners first reported a position in Baldwin Insurance Group in Q4 2025 and has held it in 3 quarters since.
- Essential Partners's Baldwin Insurance Group position peaked at $10.3K in Q1 2026.
- 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.
Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.