FFA
BWIN

Farther Finance Advisors’s Baldwin Insurance Group BWIN Stock Holding History

Farther Finance 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 		$13.6K Buy
514
+214
+71% +$4.63K ﹤0.01% 4230
2026
Q1 		$6.46K Sell
300
-95
-24% -$2.06K ﹤0.01% 4363
2025
Q4 		$9.49K Buy
395
+329
+498% +$8.38K ﹤0.01% 3959
2025
Q3 		$1.86K Buy
66
+64
+3,200% +$2.22K ﹤0.01% 4161
2025
Q2 		$86 Buy
+2
New +$81 ﹤0.01% 4325

Other funds holding BWIN

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Farther Finance Advisors's BWIN Position: Q2 2026 in Review

Farther Finance Advisors increased its Baldwin Insurance Group (BWIN) stake by 71% in Q2 2026, buying an estimated $4.63K and bringing the position to 514 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4230.

Farther Finance Advisors first reported a position in BWIN in Q2 2025 and has held it in 5 quarters since. 46 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Farther Finance Advisors held 514 shares of Baldwin Insurance Group worth $13.6K as of Q2 2026.
  • Farther Finance Advisors bought 214 Baldwin Insurance Group shares in Q2 2026, an estimated $4.63K.
  • Baldwin Insurance Group made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4230 holding.
  • Farther Finance Advisors first reported a position in Baldwin Insurance Group in Q2 2025 and has held it in 5 quarters since.
  • 46 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.