GI
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GAMMA Investing’s Baldwin Insurance Group BWIN Stock Holding History

GAMMA Investing’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 		$56.9K Buy
1,791
+1,064
+146% +$31.3K ﹤0.01% 2283
2026
Q2 		$19.3K Sell
727
-162
-18% -$3.5K ﹤0.01% 2856
2026
Q1 		$19.5K Buy
889
+78
+10% +$1.69K ﹤0.01% 2722
2025
Q4 		$19.5K Buy
811
+583
+256% +$14.8K ﹤0.01% 2631
2025
Q3 		$6.43K Sell
228
-77
-25% -$2.67K ﹤0.01% 3073
2025
Q2 		$13.1K Sell
305
-102
-25% -$4.14K ﹤0.01% 2675
2025
Q1 		$18.2K Buy
407
+228
+127% +$9.29K ﹤0.01% 2439
2024
Q4 		$6.94K Sell
179
-47
-21% -$2.19K ﹤0.01% 2772
2024
Q3 		$11.3K Buy
226
+88
+64% +$3.83K ﹤0.01% 2406
2024
Q2 		$4.89K Buy
138
+21
+18% +$650 ﹤0.01% 2581
2024
Q1 		$3.39K Buy
117
+23
+24% +$604 ﹤0.01% 2564
2023
Q4 		$2.11K Buy
+94
New +$2K ﹤0.01% 2566

Other funds holding BWIN

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

GAMMA Investing's BWIN Position: Q3 2026 in Review

GAMMA Investing increased its Baldwin Insurance Group (BWIN) stake by 146% in Q3 2026, buying an estimated $31.3K and bringing the position to 1,791 shares worth $56.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2283.

GAMMA Investing first reported a position in BWIN in Q4 2023 and has held it in 12 quarters since. 9 funds tracked by Wall St. Rank hold BWIN as of Q3 2026.

  • GAMMA Investing held 1,791 shares of Baldwin Insurance Group worth $56.9K as of Q3 2026.
  • GAMMA Investing bought 1,064 Baldwin Insurance Group shares in Q3 2026, an estimated $31.3K.
  • Baldwin Insurance Group made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2283 holding.
  • GAMMA Investing first reported a position in Baldwin Insurance Group in Q4 2023 and has held it in 12 quarters since.
  • 9 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.