EverSource Wealth Advisors’s Baldwin Insurance Group BWIN Stock Holding History

EverSource Wealth Advisors’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 Q2	$18.4K	Sell	694 -584	-46%	-$12.6K	﹤0.01%	2498
2026 Q1	$28K	Buy	1,278 +900	+238%	+$19.5K	﹤0.01%	2278
2025 Q4	$9.08K	Buy	378 +336	+800%	+$8.56K	﹤0.01%	2848
2025 Q3	$1.19K	Sell	42 -227	-84%	-$7.88K	﹤0.01%	3711
2025 Q2	$11.5K	Buy	269 +185	+220%	+$7.51K	﹤0.01%	2713
2025 Q1	$3.75K	Buy	84 +60	+250%	+$2.44K	﹤0.01%	2635
2024 Q4	$930	Buy	24 +12	+100%	+$560	﹤0.01%	2993
2024 Q3	$598	Hold	12	–	–	﹤0.01%	2832
2024 Q2	$525	Buy	+12	New	+$371	﹤0.01%	2880

Other funds holding BWIN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EverSource Wealth Advisors's BWIN Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Baldwin Insurance Group (BWIN) stake by 46% in Q2 2026, selling an estimated $12.6K and leaving 694 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2498.

EverSource Wealth Advisors first reported a position in BWIN in Q2 2024 and has held it in 9 quarters since. The position peaked at $28K in Q1 2026. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

EverSource Wealth Advisors held 694 shares of Baldwin Insurance Group worth $18.4K as of Q2 2026.
EverSource Wealth Advisors sold 584 Baldwin Insurance Group shares in Q2 2026, an estimated $12.6K.
Baldwin Insurance Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2498 holding.
EverSource Wealth Advisors first reported a position in Baldwin Insurance Group in Q2 2024 and has held it in 9 quarters since.
EverSource Wealth Advisors's Baldwin Insurance Group position peaked at $28K in Q1 2026.
227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.