Red Door Wealth Management’s Baldwin Insurance Group BWIN Stock Holding History

Red Door 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	$718K	Hold	27,000	–	–	0.07%	148
2026 Q1	$592K	Hold	27,000	–	–	0.06%	152
2025 Q4	$649K	Hold	27,000	–	–	0.07%	140
2025 Q3	$762K	Hold	27,000	–	–	0.08%	123
2025 Q2	$1.16M	Hold	27,000	–	–	0.14%	96
2025 Q1	$1.21M	Hold	27,000	–	–	0.18%	81
2024 Q4	$1.05M	Buy	27,000 +21,500	+391%	+$1M	0.16%	86
2024 Q3	$274K	Buy	+5,500	New	+$239K	0.05%	175
2022 Q3	–	Sell	-9,650	Closed	-$233K	–	135
2022 Q2	$233K	Buy	+9,650	New	+$235K	0.09%	127

Other funds holding BWIN

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Red Door Wealth Management's BWIN Position: Q2 2026 in Review

Red Door Wealth Management held its Baldwin Insurance Group (BWIN) position steady in Q2 2026 at 27,000 shares worth $718K. The position accounts for 0.07% of the portfolio, ranked #148.

Red Door Wealth Management first reported a position in BWIN in Q2 2022 and has held it in 9 quarters since. The position peaked at $1.21M in Q1 2025. 54 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Red Door Wealth Management held 27,000 shares of Baldwin Insurance Group worth $718K as of Q2 2026.
Red Door Wealth Management left its Baldwin Insurance Group share count unchanged in Q2 2026.
Baldwin Insurance Group made up 0.07% of Red Door Wealth Management's portfolio in Q2 2026, its #148 holding.
Red Door Wealth Management first reported a position in Baldwin Insurance Group in Q2 2022 and has held it in 9 quarters since.
Red Door Wealth Management's Baldwin Insurance Group position peaked at $1.21M in Q1 2025.
54 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.