Sapient Capital’s Baldwin Insurance Group BWIN Stock Holding History

Sapient Capital’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	–	Sell	-50,000	Closed	-$1.33M	–	418
2026 Q2	$1.33M	Hold	50,000	–	–	0.02%	179
2026 Q1	$1.1M	Hold	50,000	–	–	0.02%	195
2025 Q4	$1.27M	Hold	50,000	–	–	0.02%	184
2025 Q3	$1.4M	Hold	50,000	–	–	0.02%	168
2025 Q2	$2.14M	Hold	50,000	–	–	0.04%	138
2025 Q1	$2.23M	Buy	+50,000	New	+$2.04M	0.04%	138

Other funds holding BWIN

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

FAM

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

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

PFA

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

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sapient Capital's BWIN Position: Q3 2026 in Review

Sapient Capital sold out of Baldwin Insurance Group (BWIN) in Q3 2026, closing a stake of 50,000 shares — an estimated $1.33M sold.

Sapient Capital first reported a position in BWIN in Q1 2025 and held it in 6 quarters. The position peaked at $2.23M in Q1 2025. 16 funds tracked by Wall St. Rank hold BWIN as of Q3 2026.

Sapient Capital reported no remaining Baldwin Insurance Group position as of Q3 2026 after selling out during the quarter.
Sapient Capital sold 50,000 Baldwin Insurance Group shares in Q3 2026, an estimated $1.33M.
Sapient Capital first reported a position in Baldwin Insurance Group in Q1 2025 and held it in 6 quarters.
Sapient Capital's Baldwin Insurance Group position peaked at $2.23M in Q1 2025.
16 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.