Quadrant Private Wealth Management’s Baldwin Insurance Group BWIN Stock Holding History

Quadrant Private Wealth 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 Q3	$254K	Sell	8,001 -26,685	-77%	-$786K	0.03%	267
2026 Q2	$922K	Sell	34,686 -28,015	-45%	-$606K	0.21%	76
2026 Q1	$1.38M	Sell	62,701 -4,200	-6%	-$90.8K	0.21%	102
2025 Q4	$1.61M	Buy	66,901 +57,131	+585%	+$1.45M	0.26%	91
2025 Q3	$276K	Sell	9,770 -3,100	-24%	-$108K	0.05%	214
2025 Q2	$551K	Buy	+12,870	New	+$522K	0.11%	145
2024 Q1	–	Sell	-16,370	Closed	-$393K	–	248
2023 Q4	$393K	Buy	+16,370	New	+$348K	0.11%	152
2023 Q3	–	Sell	-18,100	Closed	-$449K	–	254
2023 Q2	$449K	Buy	+18,100	New	+$429K	0.13%	140
2023 Q1	–	Sell	-28,100	Closed	-$706K	–	263
2022 Q4	$706K	Buy	+28,100	New	+$774K	0.24%	98

Other funds holding BWIN

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Summit Creek Advisors Minneapolis, Minnesota $250M AUM 18.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Quadrant Private Wealth Management's BWIN Position: Q3 2026 in Review

Quadrant Private Wealth Management reduced its Baldwin Insurance Group (BWIN) stake by 77% in Q3 2026, selling an estimated $786K and leaving 8,001 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #267.

Quadrant Private Wealth Management first reported a position in BWIN in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.61M in Q4 2025. 65 funds tracked by Wall St. Rank hold BWIN as of Q3 2026.

Quadrant Private Wealth Management held 8,001 shares of Baldwin Insurance Group worth $254K as of Q3 2026.
Quadrant Private Wealth Management sold 26,685 Baldwin Insurance Group shares in Q3 2026, an estimated $786K.
Baldwin Insurance Group made up 0.03% of Quadrant Private Wealth Management's portfolio in Q3 2026, its #267 holding.
Quadrant Private Wealth Management first reported a position in Baldwin Insurance Group in Q4 2022 and has held it in 9 quarters since.
Quadrant Private Wealth Management's Baldwin Insurance Group position peaked at $1.61M in Q4 2025.
65 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.