HHM Wealth Advisors’s Baldwin Insurance Group BWIN Stock Holding History

HHM Wealth Advisors’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	$167K	Hold	6,270	–	–	0.02%	232
2026 Q1	$138K	Hold	6,270	–	–	0.02%	227
2025 Q4	$151K	Hold	6,270	–	–	0.02%	224
2025 Q3	$177K	Hold	6,270	–	–	0.02%	222
2025 Q2	$268K	Hold	6,270	–	–	0.03%	169
2025 Q1	$280K	Hold	6,270	–	–	0.04%	152
2024 Q4	$243K	Hold	6,270	–	–	0.03%	167
2024 Q3	$312K	Hold	6,270	–	–	0.04%	132
2024 Q2	$222K	Hold	6,270	–	–	0.03%	156
2024 Q1	$181K	Hold	6,270	–	–	0.03%	155
2023 Q4	$151K	Hold	6,270	–	–	0.03%	165
2023 Q3	$146K	Hold	6,270	–	–	0.03%	159
2023 Q2	$155K	Hold	6,270	–	–	0.03%	162
2023 Q1	$160K	Hold	6,270	–	–	0.03%	150
2022 Q4	$158K	Hold	6,270	–	–	0.04%	136
2022 Q3	$165K	Hold	6,270	–	–	0.04%	121
2022 Q2	$151K	Buy	6,270 +4,130	+193%	+$100K	0.04%	153
2022 Q1	$57K	Buy	+2,140	New	+$61.6K	0.01%	291

Other funds holding BWIN

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

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

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

HHM Wealth Advisors's BWIN Position: Q2 2026 in Review

HHM Wealth Advisors held its Baldwin Insurance Group (BWIN) position steady in Q2 2026 at 6,270 shares worth $167K. The position accounts for 0.02% of the portfolio, ranked #232.

HHM Wealth Advisors first reported a position in BWIN in Q1 2022 and has held it in 18 quarters since. The position peaked at $312K in Q3 2024. 38 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

HHM Wealth Advisors held 6,270 shares of Baldwin Insurance Group worth $167K as of Q2 2026.
HHM Wealth Advisors left its Baldwin Insurance Group share count unchanged in Q2 2026.
Baldwin Insurance Group made up 0.02% of HHM Wealth Advisors's portfolio in Q2 2026, its #232 holding.
HHM Wealth Advisors first reported a position in Baldwin Insurance Group in Q1 2022 and has held it in 18 quarters since.
HHM Wealth Advisors's Baldwin Insurance Group position peaked at $312K in Q3 2024.
38 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.