LFG
BWIN

Larson Financial Group’s Baldwin Insurance Group BWIN Stock Holding History

Larson Financial Group’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
Q2 		$33.5K Sell
1,261
-350
-22% -$7.57K ﹤0.01% 1721
2026
Q1 		$35.3K Buy
1,611
+400
+33% +$8.65K ﹤0.01% 1546
2025
Q4 		$29.1K Buy
1,211
+1,053
+666% +$26.8K ﹤0.01% 1502
2025
Q3 		$4.46K Buy
158
+129
+445% +$4.48K ﹤0.01% 2403
2025
Q2 		$1.24K Buy
+29
New +$1.18K ﹤0.01% 2570

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Larson Financial Group's BWIN Position: Q2 2026 in Review

Larson Financial Group reduced its Baldwin Insurance Group (BWIN) stake by 22% in Q2 2026, selling an estimated $7.57K and leaving 1,261 shares worth $33.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1721.

Larson Financial Group first reported a position in BWIN in Q2 2025 and has held it in 5 quarters since. The position peaked at $35.3K in Q1 2026. 228 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Larson Financial Group held 1,261 shares of Baldwin Insurance Group worth $33.5K as of Q2 2026.
  • Larson Financial Group sold 350 Baldwin Insurance Group shares in Q2 2026, an estimated $7.57K.
  • Baldwin Insurance Group made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1721 holding.
  • Larson Financial Group first reported a position in Baldwin Insurance Group in Q2 2025 and has held it in 5 quarters since.
  • Larson Financial Group's Baldwin Insurance Group position peaked at $35.3K in Q1 2026.
  • 228 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.