KAS
BWIN

Kestra Advisory Services’s Baldwin Insurance Group BWIN Stock Holding History

Kestra Advisory 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
Q1 		– Sell
-883
Closed -$21.2K – 4477
2025
Q4 		$21.2K Buy
+883
New +$22.5K ﹤0.01% 4482

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kestra Advisory Services's BWIN Position: Q1 2026 in Review

Kestra Advisory Services sold out of Baldwin Insurance Group (BWIN) in Q1 2026, closing a stake of 883 shares — an estimated $21.2K sold.

Kestra Advisory Services first reported a position in BWIN in Q4 2025 and held it in 1 quarter. The position peaked at $21.2K in Q4 2025. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

  • Kestra Advisory Services reported no remaining Baldwin Insurance Group position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 883 Baldwin Insurance Group shares in Q1 2026, an estimated $21.2K.
  • Kestra Advisory Services first reported a position in Baldwin Insurance Group in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Baldwin Insurance Group position peaked at $21.2K in Q4 2025.
  • 218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.