HFS
BWIN

Hughes Financial Services’s Baldwin Insurance Group BWIN Stock Holding History

Hughes Financial Services’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 		$53 Buy
2
+1
+100% +$22 ﹤0.01% 1585
2026
Q1 		$22 Hold
1
– – ﹤0.01% 1604
2025
Q4 		$24 Buy
+1
New +$25 ﹤0.01% 1208

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
ET
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
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
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Hughes Financial Services's BWIN Position: Q2 2026 in Review

Hughes Financial Services increased its Baldwin Insurance Group (BWIN) stake by 100% in Q2 2026, buying an estimated $22 and bringing the position to 2 shares worth $53. The position accounts for ﹤0.01% of the portfolio, ranked #1585.

Hughes Financial Services first reported a position in BWIN in Q4 2025 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Hughes Financial Services held 2 shares of Baldwin Insurance Group worth $53 as of Q2 2026.
  • Hughes Financial Services bought 1 Baldwin Insurance Group share in Q2 2026, an estimated $22.
  • Baldwin Insurance Group made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #1585 holding.
  • Hughes Financial Services first reported a position in Baldwin Insurance Group in Q4 2025 and has held it in 3 quarters since.
  • 32 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.