Smartleaf Asset Management’s Baldwin Insurance Group BWIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$709 Hold
27
﹤0.01% 3151
2026
Q1
$594 Sell
27
-13
-33% -$281 ﹤0.01% 3197
2025
Q4
$1.02K Buy
40
+22
+122% +$560 ﹤0.01% 3160
2025
Q3
$502 Sell
18
-57
-76% -$1.98K ﹤0.01% 2853
2025
Q2
$3.2K Buy
75
+57
+317% +$2.31K ﹤0.01% 2190
2025
Q1
$811 Hold
18
﹤0.01% 2620
2024
Q4
$690 Buy
+18
New +$840 ﹤0.01% 2734
2024
Q3
Sell
-18
Closed -$630 2998
2024
Q2
$630 Buy
+18
New +$557 ﹤0.01% 2507

Other funds holding BWIN

Smartleaf Asset Management's BWIN Position: Q2 2026 in Review

Smartleaf Asset Management held its Baldwin Insurance Group (BWIN) position steady in Q2 2026 at 27 shares worth $709. The position accounts for ﹤0.01% of the portfolio, ranked #3151.

Smartleaf Asset Management first reported a position in BWIN in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.2K in Q2 2025. 228 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Smartleaf Asset Management held 27 shares of Baldwin Insurance Group worth $709 as of Q2 2026.
  • Smartleaf Asset Management left its Baldwin Insurance Group share count unchanged in Q2 2026.
  • Baldwin Insurance Group made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #3151 holding.
  • Smartleaf Asset Management first reported a position in Baldwin Insurance Group in Q2 2024 and has held it in 8 quarters since.
  • Smartleaf Asset Management's Baldwin Insurance Group position peaked at $3.2K in Q2 2025.
  • 228 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.