IFP Advisors’s Baldwin Insurance Group BWIN Stock Holding History

IFP 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	$74.7K	Sell	2,811 -105	-4%	-$2.27K	﹤0.01%	2164
2026 Q1	$64K	Buy	2,916 +37	+1%	+$800	﹤0.01%	2114
2025 Q4	$69.2K	Sell	2,879 -11	-0.4%	-$280	﹤0.01%	2011
2025 Q3	$81.5K	Buy	2,890 +67	+2%	+$2.33K	﹤0.01%	1816
2025 Q2	$128K	Buy	2,823 +2,748	+3,664%	+$111K	﹤0.01%	1507
2025 Q1	$4.42K	Hold	75	–	–	﹤0.01%	2891
2024 Q4	$3.84K	Sell	75 -12	-14%	-$560	﹤0.01%	2898
2024 Q3	$4.33K	Hold	87	–	–	﹤0.01%	2710
2024 Q2	$3.09K	Hold	87	–	–	﹤0.01%	2717
2024 Q1	$2.52K	Sell	87 -87	-50%	-$2.29K	﹤0.01%	2632
2023 Q4	$4.18K	Buy	174 +87	+100%	+$1.85K	﹤0.01%	2484
2023 Q3	$2.02K	Hold	87	–	–	﹤0.01%	2836
2023 Q2	$2.16K	Hold	87	–	–	﹤0.01%	2853
2023 Q1	$1.42K	Hold	87	–	–	﹤0.01%	2997
2022 Q4	$1K	Hold	87	–	–	﹤0.01%	4526
2022 Q3	$1K	Hold	87	–	–	﹤0.01%	4713
2022 Q2	$1K	Hold	87	–	–	﹤0.01%	4482
2022 Q1	$1K	Buy	+87	New	+$2.51K	﹤0.01%	4480

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 $3.37T AUM 44.26% 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

IFP Advisors's BWIN Position: Q2 2026 in Review

IFP Advisors reduced its Baldwin Insurance Group (BWIN) stake by 3.6% in Q2 2026, selling an estimated $2.27K and leaving 2,811 shares worth $74.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2164.

IFP Advisors first reported a position in BWIN in Q1 2022 and has held it in 18 quarters since. The position peaked at $128K in Q2 2025. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

IFP Advisors held 2,811 shares of Baldwin Insurance Group worth $74.7K as of Q2 2026.
IFP Advisors sold 105 Baldwin Insurance Group shares in Q2 2026, an estimated $2.27K.
Baldwin Insurance Group made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2164 holding.
IFP Advisors first reported a position in Baldwin Insurance Group in Q1 2022 and has held it in 18 quarters since.
IFP Advisors's Baldwin Insurance Group position peaked at $128K in Q2 2025.
227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.