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
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 $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

Larson Financial Group's BWIN Position: Q1 2026 in Review

Larson Financial Group increased its Baldwin Insurance Group (BWIN) stake by 33% in Q1 2026, buying an estimated $8.65K and bringing the position to 1,611 shares worth $35.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1546.

Larson Financial Group first reported a position in BWIN in Q2 2025 and has held it in 4 quarters since. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

  • Larson Financial Group held 1,611 shares of Baldwin Insurance Group worth $35.3K as of Q1 2026.
  • Larson Financial Group bought 400 Baldwin Insurance Group shares in Q1 2026, an estimated $8.65K.
  • Baldwin Insurance Group made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1546 holding.
  • Larson Financial Group first reported a position in Baldwin Insurance Group in Q2 2025 and has held it in 4 quarters since.
  • 218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.