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 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

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

RDWM

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ACM

Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

Pathway Financial Advisors's BWIN Position: Q2 2026 in Review

Pathway Financial Advisors reduced its Baldwin Insurance Group (BWIN) stake by 41% in Q2 2026, selling an estimated $1.13M and leaving 76,394 shares worth $2.17M. The position accounts for 0.25% of the portfolio, ranked #44.

Pathway Financial Advisors first reported a position in BWIN in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.29M in Q1 2025. 22 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Pathway Financial Advisors held 76,394 shares of Baldwin Insurance Group worth $2.17M as of Q2 2026.
Pathway Financial Advisors sold 52,324 Baldwin Insurance Group shares in Q2 2026, an estimated $1.13M.
Baldwin Insurance Group made up 0.25% of Pathway Financial Advisors's portfolio in Q2 2026, its #44 holding.
Pathway Financial Advisors first reported a position in Baldwin Insurance Group in Q4 2021 and has held it in 19 quarters since.
Pathway Financial Advisors's Baldwin Insurance Group position peaked at $6.29M in Q1 2025.
22 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.