BFC Planning, Inc.’s Baldwin Insurance Group BWIN Stock Holding History

BFC Planning, Inc.’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 Q2	$2.37K	Hold	89	–	–	﹤0.01%	2948
2026 Q1	$1.95K	Hold	89	–	–	﹤0.01%	2603
2025 Q4	$2.14K	Hold	89	–	–	﹤0.01%	2612
2025 Q3	$2.51K	Hold	89	–	–	﹤0.01%	2417
2025 Q2	$3.81K	Buy	+89	New	+$3.61K	﹤0.01%	2146

Other funds holding BWIN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BFC Planning, Inc.'s BWIN Position: Q2 2026 in Review

BFC Planning, Inc. held its Baldwin Insurance Group (BWIN) position steady in Q2 2026 at 89 shares worth $2.37K. The position accounts for ﹤0.01% of the portfolio, ranked #2948.

BFC Planning, Inc. first reported a position in BWIN in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.81K in Q2 2025. 230 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

BFC Planning, Inc. held 89 shares of Baldwin Insurance Group worth $2.37K as of Q2 2026.
BFC Planning, Inc. left its Baldwin Insurance Group share count unchanged in Q2 2026.
Baldwin Insurance Group made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2948 holding.
BFC Planning, Inc. first reported a position in Baldwin Insurance Group in Q2 2025 and has held it in 5 quarters since.
BFC Planning, Inc.'s Baldwin Insurance Group position peaked at $3.81K in Q2 2025.
230 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.