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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
Q3 		$33K Buy
1,039
+525
+102% +$15.5K ﹤0.01% 3760
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 $4.55B AUM 5.53% 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
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
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's BWIN Position: Q3 2026 in Review

Farther Finance Advisors increased its Baldwin Insurance Group (BWIN) stake by 102% in Q3 2026, buying an estimated $15.5K and bringing the position to 1,039 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #3760.

Farther Finance Advisors first reported a position in BWIN in Q2 2025 and has held it in 6 quarters since. 9 funds tracked by Wall St. Rank hold BWIN as of Q3 2026.

  • Farther Finance Advisors held 1,039 shares of Baldwin Insurance Group worth $33K as of Q3 2026.
  • Farther Finance Advisors bought 525 Baldwin Insurance Group shares in Q3 2026, an estimated $15.5K.
  • Baldwin Insurance Group made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3760 holding.
  • Farther Finance Advisors first reported a position in Baldwin Insurance Group in Q2 2025 and has held it in 6 quarters since.
  • 9 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.