Pathway Financial Advisors’s Baldwin Insurance Group BWIN Stock Holding History

Pathway Financial Advisors’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	$2.43M	Hold	76,394	–	–	0.27%	38
2026 Q2	$2.17M	Sell	76,394 -52,324	-41%	-$1.13M	0.25%	44
2026 Q1	$2.88M	Hold	128,718	–	–	0.36%	32
2025 Q4	$3.21M	Hold	128,718	–	–	0.4%	31
2025 Q3	$3.63M	Sell	128,718 -12,035	-9%	-$418K	0.48%	27
2025 Q2	$6.03M	Hold	140,753	–	–	0.88%	21
2025 Q1	$6.29M	Buy	140,753 +25,464	+22%	+$1.04M	1.13%	17
2024 Q4	$4.47M	Hold	115,289	–	–	1.03%	19
2024 Q3	$5.74M	Sell	115,289 -12,034	-9%	-$523K	1.47%	14
2024 Q2	$4.52M	Sell	127,323 -14,064	-10%	-$435K	1.22%	14
2024 Q1	$4.09M	Buy	141,387 +50,929	+56%	+$1.34M	1.11%	15
2023 Q4	$2.17M	Hold	90,458	–	–	0.63%	23
2023 Q3	$2.1M	Hold	90,458	–	–	0.72%	18
2023 Q2	$2.24M	Hold	90,458	–	–	0.73%	19
2023 Q1	$2.3M	Buy	90,458 +34,529	+62%	+$959K	0.78%	17
2022 Q4	$1.41M	Hold	55,929	–	–	0.43%	32
2022 Q3	$1.47M	Hold	55,929	–	–	0.51%	27
2022 Q2	$1.35M	Buy	55,929 +5,000	+10%	+$122K	0.56%	31
2022 Q1	$1.37M	Hold	50,929	–	–	0.51%	32
2021 Q4	$1.55M	Buy	+50,929	New	+$1.88M	0.55%	28

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

Pathway Financial Advisors's BWIN Position: Q3 2026 in Review

Pathway Financial Advisors held its Baldwin Insurance Group (BWIN) position steady in Q3 2026 at 76,394 shares worth $2.43M. The position accounts for 0.27% of the portfolio, ranked #38.

Pathway Financial Advisors first reported a position in BWIN in Q4 2021 and has held it in 20 quarters since. The position peaked at $6.29M in Q1 2025. 194 funds tracked by Wall St. Rank hold BWIN as of Q3 2026.

Pathway Financial Advisors held 76,394 shares of Baldwin Insurance Group worth $2.43M as of Q3 2026.
Pathway Financial Advisors left its Baldwin Insurance Group share count unchanged in Q3 2026.
Baldwin Insurance Group made up 0.27% of Pathway Financial Advisors's portfolio in Q3 2026, its #38 holding.
Pathway Financial Advisors first reported a position in Baldwin Insurance Group in Q4 2021 and has held it in 20 quarters since.
Pathway Financial Advisors's Baldwin Insurance Group position peaked at $6.29M in Q1 2025.
194 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2026.

Based on Pathway Financial Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.