ORG Wealth Partners’s Baldwin Insurance Group BWIN Stock Holding History

ORG Wealth Partners’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	$667	Buy	+21	New	+$619	﹤0.01%	1920

Other funds holding BWIN

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors Tampa, Florida $679M AUM 26.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

ORG Wealth Partners's BWIN Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in Baldwin Insurance Group (BWIN) in Q3 2026: 21 shares worth $667. The stake represents ﹤0.01% of the portfolio and ranks #1920 among its holdings.

194 funds tracked by Wall St. Rank hold BWIN as of Q3 2026.

ORG Wealth Partners held 21 shares of Baldwin Insurance Group worth $667 as of Q3 2026.
Baldwin Insurance Group was a new ORG Wealth Partners position in Q3 2026.
Baldwin Insurance Group made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #1920 holding.
194 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.