RFP
BWIN

Root Financial Partners’s Baldwin Insurance Group BWIN Stock Holding History

Root Financial Partners’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 		– Sell
-31
Closed -$680 – 3317
2026
Q1 		$680 Buy
+31
New +$670 ﹤0.01% 2753

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
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
ET
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
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
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Root Financial Partners's BWIN Position: Q2 2026 in Review

Root Financial Partners sold out of Baldwin Insurance Group (BWIN) in Q2 2026, closing a stake of 31 shares — an estimated $680 sold.

Root Financial Partners first reported a position in BWIN in Q1 2026 and held it in 1 quarter. The position peaked at $680 in Q1 2026. 48 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Root Financial Partners reported no remaining Baldwin Insurance Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 31 Baldwin Insurance Group shares in Q2 2026, an estimated $680.
  • Root Financial Partners first reported a position in Baldwin Insurance Group in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Baldwin Insurance Group position peaked at $680 in Q1 2026.
  • 48 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.