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Fenimore Asset Management’s Baldwin Insurance Group BWIN Stock Holding History

Fenimore Asset Management’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 		$8.57M Sell
269,627
-525,807
-66% -$15.5M 0.19% 71
2026
Q2 		$21.1M Buy
795,434
+92,126
+13% +$1.99M 0.44% 48
2026
Q1 		$15.4M Buy
703,308
+120,458
+21% +$2.61M 0.34% 53
2025
Q4 		$14M Buy
582,850
+75,793
+15% +$1.93M 0.29% 63
2025
Q3 		$14.3M Buy
507,057
+155,654
+44% +$5.4M 0.29% 61
2025
Q2 		$15M Buy
351,403
+10,676
+3% +$433K 0.3% 58
2025
Q1 		$15.2M Buy
+340,727
New +$13.9M 0.32% 58

Other funds holding BWIN

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

Fenimore Asset Management's BWIN Position: Q3 2026 in Review

Fenimore Asset Management reduced its Baldwin Insurance Group (BWIN) stake by 66% in Q3 2026, selling an estimated $15.5M and leaving 269,627 shares worth $8.57M. The position accounts for 0.19% of the portfolio, ranked #71.

Fenimore Asset Management first reported a position in BWIN in Q1 2025 and has held it in 7 quarters since. The position peaked at $21.1M in Q2 2026. 9 funds tracked by Wall St. Rank hold BWIN as of Q3 2026.

  • Fenimore Asset Management held 269,627 shares of Baldwin Insurance Group worth $8.57M as of Q3 2026.
  • Fenimore Asset Management sold 525,807 Baldwin Insurance Group shares in Q3 2026, an estimated $15.5M.
  • Baldwin Insurance Group made up 0.19% of Fenimore Asset Management's portfolio in Q3 2026, its #71 holding.
  • Fenimore Asset Management first reported a position in Baldwin Insurance Group in Q1 2025 and has held it in 7 quarters since.
  • Fenimore Asset Management's Baldwin Insurance Group position peaked at $21.1M in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2026.

Based on Fenimore Asset Management's 13F filing for Q3 2026, filed 8 Oct 2026.