Keating Financial Advisory Services’s Baldwin Insurance Group BWIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.37K Sell
89
-2
-2% -$43 ﹤0.01% 1883
2026
Q1
$2K Buy
+91
New +$1.97K ﹤0.01% 1845

Other funds holding BWIN

Keating Financial Advisory Services's BWIN Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its Baldwin Insurance Group (BWIN) stake by 2.2% in Q2 2026, selling an estimated $43 and leaving 89 shares worth $2.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1883.

Keating Financial Advisory Services first reported a position in BWIN in Q1 2026 and has held it in 2 quarters since. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Keating Financial Advisory Services held 89 shares of Baldwin Insurance Group worth $2.37K as of Q2 2026.
  • Keating Financial Advisory Services sold 2 Baldwin Insurance Group shares in Q2 2026, an estimated $43.
  • Baldwin Insurance Group made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1883 holding.
  • Keating Financial Advisory Services first reported a position in Baldwin Insurance Group in Q1 2026 and has held it in 2 quarters since.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.