Luther King Capital Management (LKCM)’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
$226K Buy
+8,500
New +$184K ﹤0.01% 590
2026
Q1
Sell
-8,560
Closed -$206K 638
2025
Q4
$206K Hold
8,560
﹤0.01% 593
2025
Q3
$241K Sell
8,560
-27,652
-76% -$960K ﹤0.01% 548
2025
Q2
$1.55M Buy
36,212
+1,443
+4% +$58.5K 0.01% 364
2025
Q1
$1.55M Buy
34,769
+86
+0.2% +$3.5K 0.01% 352
2024
Q4
$1.34M Buy
34,683
+7,793
+29% +$363K 0.01% 369
2024
Q3
$1.34M Buy
+26,890
New +$1.17M 0.01% 367

Other funds holding BWIN

Luther King Capital Management (LKCM)'s BWIN Position: Q2 2026 in Review

Luther King Capital Management (LKCM) opened a new position in Baldwin Insurance Group (BWIN) in Q2 2026: 8,500 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #590 among its holdings. This is a return to the name: Luther King Capital Management (LKCM) previously reported a position in BWIN as recently as Q4 2025.

Luther King Capital Management (LKCM) first reported a position in BWIN in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.55M in Q1 2025. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Luther King Capital Management (LKCM) held 8,500 shares of Baldwin Insurance Group worth $226K as of Q2 2026.
  • Baldwin Insurance Group was a new Luther King Capital Management (LKCM) position in Q2 2026.
  • Baldwin Insurance Group made up ﹤0.01% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #590 holding.
  • Luther King Capital Management (LKCM) first reported a position in Baldwin Insurance Group in Q3 2024 and has held it in 7 quarters since.
  • Luther King Capital Management (LKCM)'s Baldwin Insurance Group position peaked at $1.55M in Q1 2025.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.