GI
BWIN

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
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 $4.83B AUM 9.09% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GAMMA Investing's BWIN Position: Q2 2026 in Review

GAMMA Investing reduced its Baldwin Insurance Group (BWIN) stake by 18% in Q2 2026, selling an estimated $3.5K and leaving 727 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2856.

GAMMA Investing first reported a position in BWIN in Q4 2023 and has held it in 11 quarters since. The position peaked at $19.5K in Q1 2026. 27 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • GAMMA Investing held 727 shares of Baldwin Insurance Group worth $19.3K as of Q2 2026.
  • GAMMA Investing sold 162 Baldwin Insurance Group shares in Q2 2026, an estimated $3.5K.
  • Baldwin Insurance Group made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #2856 holding.
  • GAMMA Investing first reported a position in Baldwin Insurance Group in Q4 2023 and has held it in 11 quarters since.
  • GAMMA Investing's Baldwin Insurance Group position peaked at $19.5K in Q1 2026.
  • 27 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.