J. Safra Asset Management’s Baldwin Insurance Group BWIN Stock Holding History
Bought
Maintained
Sold
Other funds holding BWIN
J. Safra Asset Management's BWIN Position: Q2 2026 in Review
J. Safra Asset Management increased its Baldwin Insurance Group (BWIN) stake by 161% in Q2 2026, buying an estimated $3.37K and bringing the position to 253 shares worth $6.72K. The position accounts for ﹤0.01% of the portfolio, ranked #449.
J. Safra Asset Management first reported a position in BWIN in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.2K in Q1 2025. 228 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.
- J. Safra Asset Management held 253 shares of Baldwin Insurance Group worth $6.72K as of Q2 2026.
- J. Safra Asset Management bought 156 Baldwin Insurance Group shares in Q2 2026, an estimated $3.37K.
- Baldwin Insurance Group made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #449 holding.
- J. Safra Asset Management first reported a position in Baldwin Insurance Group in Q4 2024 and has held it in 7 quarters since.
- J. Safra Asset Management's Baldwin Insurance Group position peaked at $19.2K in Q1 2025.
- 228 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.
Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.