J. Safra Asset Management’s Baldwin Insurance Group BWIN Stock Holding History
Bought
Maintained
Sold
Other funds holding BWIN
VPM
VCM
WHG
J. Safra Asset Management's BWIN Position: Q1 2026 in Review
J. Safra Asset Management increased its Baldwin Insurance Group (BWIN) stake by 87% in Q1 2026, buying an estimated $973 and bringing the position to 97 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #600.
J. Safra Asset Management first reported a position in BWIN in Q4 2024 and has held it in 6 quarters since. The position peaked at $19.2K in Q1 2025. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.
- J. Safra Asset Management held 97 shares of Baldwin Insurance Group worth $2.13K as of Q1 2026.
- J. Safra Asset Management bought 45 Baldwin Insurance Group shares in Q1 2026, an estimated $973.
- Baldwin Insurance Group made up ﹤0.01% of J. Safra Asset Management's portfolio in Q1 2026, its #600 holding.
- J. Safra Asset Management first reported a position in Baldwin Insurance Group in Q4 2024 and has held it in 6 quarters since.
- J. Safra Asset Management's Baldwin Insurance Group position peaked at $19.2K in Q1 2025.
- 218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.
Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.