Mather Group
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Mather Group’s Baldwin Insurance Group BWIN Stock Holding History

Mather 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
Q3 		$2.48K Buy
+78
New +$2.3K ﹤0.01% 1993
2025
Q2 		– Sell
-210
Closed -$9.38K – 1768
2025
Q1 		$9.38K Buy
+210
New +$8.55K ﹤0.01% 1265

Other funds holding BWIN

Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Pathway Financial Advisors
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Sunburst Financial Group
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

Mather Group's BWIN Position: Q3 2026 in Review

Mather Group opened a new position in Baldwin Insurance Group (BWIN) in Q3 2026: 78 shares worth $2.48K. The stake represents ﹤0.01% of the portfolio and ranks #1993 among its holdings. This is a return to the name: Mather Group previously reported a position in BWIN as recently as Q1 2025.

Mather Group first reported a position in BWIN in Q1 2025 and has held it in 2 quarters since. The position peaked at $9.38K in Q1 2025. 31 funds tracked by Wall St. Rank hold BWIN as of Q3 2026.

  • Mather Group held 78 shares of Baldwin Insurance Group worth $2.48K as of Q3 2026.
  • Baldwin Insurance Group was a new Mather Group position in Q3 2026.
  • Baldwin Insurance Group made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1993 holding.
  • Mather Group first reported a position in Baldwin Insurance Group in Q1 2025 and has held it in 2 quarters since.
  • Mather Group's Baldwin Insurance Group position peaked at $9.38K in Q1 2025.
  • 31 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.