Kestra Investment Management
BWIN icon

Kestra Investment Management’s Baldwin Insurance Group BWIN Stock Holding History

Kestra Investment Management’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
2025
Q3 		– Sell
-73
Closed -$3.13K – 765
2025
Q2 		$3.13K Hold
73
– – ﹤0.01% 620
2025
Q1 		$3.26K Buy
+73
New +$2.97K ﹤0.01% 726

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CIP
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BAMCO Inc
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T. Rowe Price Investment Management
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Westwood Holdings Group
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Kestra Investment Management's BWIN Position: Q3 2025 in Review

Kestra Investment Management sold out of Baldwin Insurance Group (BWIN) in Q3 2025, closing a stake of 73 shares — an estimated $3.13K sold.

Kestra Investment Management first reported a position in BWIN in Q1 2025 and held it in 2 quarters. The position peaked at $3.26K in Q1 2025. 213 funds tracked by Wall St. Rank hold BWIN as of Q3 2025.

  • Kestra Investment Management reported no remaining Baldwin Insurance Group position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 73 Baldwin Insurance Group shares in Q3 2025, an estimated $3.13K.
  • Kestra Investment Management first reported a position in Baldwin Insurance Group in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's Baldwin Insurance Group position peaked at $3.26K in Q1 2025.
  • 213 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.