Financial Consulate’s Baldwin Insurance Group BWIN Stock Holding History

Financial Consulate’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	$4.58K	Buy	+144	New	+$4.24K	﹤0.01%	921

Other funds holding BWIN

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

Financial Consulate's BWIN Position: Q3 2026 in Review

Financial Consulate opened a new position in Baldwin Insurance Group (BWIN) in Q3 2026: 144 shares worth $4.58K. The stake represents ﹤0.01% of the portfolio and ranks #921 among its holdings.

32 funds tracked by Wall St. Rank hold BWIN as of Q3 2026.

Financial Consulate held 144 shares of Baldwin Insurance Group worth $4.58K as of Q3 2026.
Baldwin Insurance Group was a new Financial Consulate position in Q3 2026.
Baldwin Insurance Group made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #921 holding.
32 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.