First Horizon Advisors’s Baldwin Insurance Group BWIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$78.5K Buy
1,834
+419
+30% +$17K ﹤0.01% 793
2025
Q1
$63.2K Hold
1,415
﹤0.01% 838
2024
Q4
$54.8K Hold
1,415
﹤0.01% 909
2024
Q3
$70.5K Hold
1,415
﹤0.01% 847
2024
Q2
$50.2K Buy
1,415
+340
+32% +$10.5K ﹤0.01% 918
2024
Q1
$31.1K Hold
1,075
﹤0.01% 1170
2023
Q4
$25.8K Hold
1,075
﹤0.01% 1241
2023
Q3
$25K Buy
1,075
+213
+25% +$5.33K ﹤0.01% 1153
2023
Q2
$21.4K Sell
862
-181
-17% -$4.29K ﹤0.01% 1244
2023
Q1
$26.6K Hold
1,043
﹤0.01% 1164
2022
Q4
$26.2K Hold
1,043
﹤0.01% 1157
2022
Q3
$27K Hold
1,043
﹤0.01% 1114
2022
Q2
$25K Buy
+1,043
New +$25.4K ﹤0.01% 1208

Other funds holding BWIN

First Horizon Advisors's BWIN Position: Q2 2025 in Review

First Horizon Advisors increased its Baldwin Insurance Group (BWIN) stake by 30% in Q2 2025, buying an estimated $17K and bringing the position to 1,834 shares worth $78.5K. The position accounts for ﹤0.01% of the portfolio, ranked #793.

First Horizon Advisors first reported a position in BWIN in Q2 2022 and has held it in 13 quarters since. 226 funds tracked by Wall St. Rank hold BWIN as of Q2 2025.

  • First Horizon Advisors held 1,834 shares of Baldwin Insurance Group worth $78.5K as of Q2 2025.
  • First Horizon Advisors bought 419 Baldwin Insurance Group shares in Q2 2025, an estimated $17K.
  • Baldwin Insurance Group made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #793 holding.
  • First Horizon Advisors first reported a position in Baldwin Insurance Group in Q2 2022 and has held it in 13 quarters since.
  • 226 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.