PWA
BWIN

Physician Wealth Advisors’s Baldwin Insurance Group BWIN Stock Holding History

Physician Wealth 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
Q1 		– Sell
-66
Closed -$1.59K – 2257
2025
Q4 		$1.59K Buy
+66
New +$1.68K ﹤0.01% 1391

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Physician Wealth Advisors's BWIN Position: Q1 2026 in Review

Physician Wealth Advisors sold out of Baldwin Insurance Group (BWIN) in Q1 2026, closing a stake of 66 shares — an estimated $1.59K sold.

Physician Wealth Advisors first reported a position in BWIN in Q4 2025 and held it in 1 quarter. The position peaked at $1.59K in Q4 2025. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

  • Physician Wealth Advisors reported no remaining Baldwin Insurance Group position as of Q1 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 66 Baldwin Insurance Group shares in Q1 2026, an estimated $1.59K.
  • Physician Wealth Advisors first reported a position in Baldwin Insurance Group in Q4 2025 and held it in 1 quarter.
  • Physician Wealth Advisors's Baldwin Insurance Group position peaked at $1.59K in Q4 2025.
  • 218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.