Palisade Capital Management’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
$4.6M Sell
173,017
-190,436
-52% -$4.12M 0.2% 151
2026
Q1
$7.97M Buy
+363,453
New +$7.86M 0.27% 112

Other funds holding BWIN

Palisade Capital Management's BWIN Position: Q2 2026 in Review

Palisade Capital Management reduced its Baldwin Insurance Group (BWIN) stake by 52% in Q2 2026, selling an estimated $4.12M and leaving 173,017 shares worth $4.6M. The position accounts for 0.2% of the portfolio, ranked #151.

Palisade Capital Management first reported a position in BWIN in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.97M in Q1 2026. 228 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Palisade Capital Management held 173,017 shares of Baldwin Insurance Group worth $4.6M as of Q2 2026.
  • Palisade Capital Management sold 190,436 Baldwin Insurance Group shares in Q2 2026, an estimated $4.12M.
  • Baldwin Insurance Group made up 0.2% of Palisade Capital Management's portfolio in Q2 2026, its #151 holding.
  • Palisade Capital Management first reported a position in Baldwin Insurance Group in Q1 2026 and has held it in 2 quarters since.
  • Palisade Capital Management's Baldwin Insurance Group position peaked at $7.97M in Q1 2026.
  • 228 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Palisade Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.