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 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Quadrant Private Wealth Management's BWIN Position: Q2 2026 in Review

Quadrant Private Wealth Management reduced its Baldwin Insurance Group (BWIN) stake by 45% in Q2 2026, selling an estimated $606K and leaving 34,686 shares worth $922K. The position accounts for 0.21% of the portfolio, ranked #76.

Quadrant Private Wealth Management first reported a position in BWIN in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.61M in Q4 2025. 228 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Quadrant Private Wealth Management held 34,686 shares of Baldwin Insurance Group worth $922K as of Q2 2026.
Quadrant Private Wealth Management sold 28,015 Baldwin Insurance Group shares in Q2 2026, an estimated $606K.
Baldwin Insurance Group made up 0.21% of Quadrant Private Wealth Management's portfolio in Q2 2026, its #76 holding.
Quadrant Private Wealth Management first reported a position in Baldwin Insurance Group in Q4 2022 and has held it in 8 quarters since.
Quadrant Private Wealth Management's Baldwin Insurance Group position peaked at $1.61M in Q4 2025.
228 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.