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Essential Partners’s Baldwin Insurance Group BWIN Stock Holding History

Essential 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 		$9.47K Hold
298
– – ﹤0.01% 1218
2026
Q2 		$7.92K Sell
298
-172
-37% -$3.72K ﹤0.01% 1324
2026
Q1 		$10.3K Buy
470
+467
+15,567% +$10.1K ﹤0.01% 1241
2025
Q4 		$72 Buy
+3
New +$76 ﹤0.01% 2603

Other funds holding BWIN

ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Fenimore Asset Management
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
Confluence Investment Management
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
GAMMA Investing
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
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners's BWIN Position: Q3 2026 in Review

Essential Partners held its Baldwin Insurance Group (BWIN) position steady in Q3 2026 at 298 shares worth $9.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1218.

Essential Partners first reported a position in BWIN in Q4 2025 and has held it in 4 quarters since. The position peaked at $10.3K in Q1 2026. 16 funds tracked by Wall St. Rank hold BWIN as of Q3 2026.

  • Essential Partners held 298 shares of Baldwin Insurance Group worth $9.47K as of Q3 2026.
  • Essential Partners left its Baldwin Insurance Group share count unchanged in Q3 2026.
  • Baldwin Insurance Group made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1218 holding.
  • Essential Partners first reported a position in Baldwin Insurance Group in Q4 2025 and has held it in 4 quarters since.
  • Essential Partners's Baldwin Insurance Group position peaked at $10.3K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2026.

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