Peregrine Capital Management’s Baldwin Insurance Group BWIN Stock Holding History

Peregrine Capital Management’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	$6.53M	Sell	245,502 -21,408	-8%	-$463K	0.21%	143
2026 Q1	$5.86M	Buy	+266,910	New	+$5.77M	0.22%	138
2025 Q4	–	Sell	-228,120	Closed	-$6.44M	–	356
2025 Q3	$6.44M	Sell	228,120 -83,028	-27%	-$2.88M	0.19%	148
2025 Q2	$13.3M	Sell	311,148 -118,336	-28%	-$4.8M	0.4%	46
2025 Q1	$19.2M	Buy	429,484 +12,908	+3%	+$526K	0.64%	28
2024 Q4	$16.1M	Sell	416,576 -105,770	-20%	-$4.93M	0.48%	35
2024 Q3	$26M	Sell	522,346 -187,277	-26%	-$8.14M	0.79%	25
2024 Q2	$25.2M	Sell	709,623 -161,042	-18%	-$4.98M	0.73%	29
2024 Q1	$25.2M	Sell	870,665 -46,255	-5%	-$1.22M	0.72%	29
2023 Q4	$22M	Buy	916,920 +329,998	+56%	+$7.01M	0.66%	30
2023 Q3	$13.6M	Sell	586,922 -101,204	-15%	-$2.53M	0.41%	51
2023 Q2	$17.1M	Buy	688,126 +60,569	+10%	+$1.43M	0.46%	42
2023 Q1	$16M	Buy	627,557 +6,677	+1%	+$185K	0.46%	47
2022 Q4	$15.6M	Sell	620,880 -12,645	-2%	-$348K	0.49%	44
2022 Q3	$16.7M	Sell	633,525 -32,767	-5%	-$933K	0.54%	32
2022 Q2	$16.1M	Sell	666,292 -6,974	-1%	-$170K	0.49%	46
2022 Q1	$18.1M	Buy	673,266 +77,558	+13%	+$2.23M	0.43%	49
2021 Q4	$21.5M	Buy	595,708 +15,565	+3%	+$575K	0.43%	48
2021 Q3	$19.3M	Sell	580,143 -78,261	-12%	-$2.45M	0.4%	50
2021 Q2	$17.5M	Buy	658,404 +69,611	+12%	+$1.89M	0.31%	104
2021 Q1	$16M	Buy	588,793 +62,228	+12%	+$1.69M	0.3%	151
2020 Q4	$15.8M	Sell	526,565 -47,876	-8%	-$1.39M	0.3%	142
2020 Q3	$14.3M	Sell	574,441 -210,874	-27%	-$4.57M	0.38%	101
2020 Q2	$13.6M	Buy	785,315 +262,580	+50%	+$3.17M	0.39%	106
2020 Q1	$5.51M	Buy	522,735 +1,687	+0.3%	+$25.7K	0.2%	147
2019 Q4	$8.36M	Buy	+521,048	New	+$8.31M	0.21%	169

Other funds holding BWIN

FAM

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

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

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

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SFG

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

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

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

Peregrine Capital Management reduced its Baldwin Insurance Group (BWIN) stake by 8% in Q2 2026, selling an estimated $463K and leaving 245,502 shares worth $6.53M. The position accounts for 0.21% of the portfolio, ranked #143.

Peregrine Capital Management first reported a position in BWIN in Q4 2019 and has held it in 26 quarters since. The position peaked at $26M in Q3 2024. 38 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Peregrine Capital Management held 245,502 shares of Baldwin Insurance Group worth $6.53M as of Q2 2026.
Peregrine Capital Management sold 21,408 Baldwin Insurance Group shares in Q2 2026, an estimated $463K.
Baldwin Insurance Group made up 0.21% of Peregrine Capital Management's portfolio in Q2 2026, its #143 holding.
Peregrine Capital Management first reported a position in Baldwin Insurance Group in Q4 2019 and has held it in 26 quarters since.
Peregrine Capital Management's Baldwin Insurance Group position peaked at $26M in Q3 2024.
38 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Peregrine Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.