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

FAM

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

PCM

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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

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. 48 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.
48 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.