Fortitude Family Office’s Baldwin Insurance Group BWIN Stock Holding History

Fortitude Family Office’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	$12.4K	Buy	391 +219	+127%	+$6.45K	﹤0.01%	1112
2026 Q2	$4.57K	Buy	+172	New	+$3.72K	﹤0.01%	1122
2025 Q4	–	Sell	-20	Closed	-$564	–	2159
2025 Q3	$564	Hold	20	–	–	﹤0.01%	1763
2025 Q2	$856	Buy	+20	New	+$811	﹤0.01%	1586

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

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

PFA

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

SFG

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

EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Fortitude Family Office's BWIN Position: Q3 2026 in Review

Fortitude Family Office increased its Baldwin Insurance Group (BWIN) stake by 127% in Q3 2026, buying an estimated $6.45K and bringing the position to 391 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1112.

Fortitude Family Office first reported a position in BWIN in Q2 2025 and has held it in 4 quarters since. 16 funds tracked by Wall St. Rank hold BWIN as of Q3 2026.

Fortitude Family Office held 391 shares of Baldwin Insurance Group worth $12.4K as of Q3 2026.
Fortitude Family Office bought 219 Baldwin Insurance Group shares in Q3 2026, an estimated $6.45K.
Baldwin Insurance Group made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1112 holding.
Fortitude Family Office first reported a position in Baldwin Insurance Group in Q2 2025 and has held it in 4 quarters since.
16 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.