Smartleaf Asset Management’s Baldwin Insurance Group BWIN Stock Holding History
Bought
Maintained
Sold
Other funds holding BWIN
VPM
VCM
WHG
Smartleaf Asset Management's BWIN Position: Q1 2026 in Review
Smartleaf Asset Management reduced its Baldwin Insurance Group (BWIN) stake by 33% in Q1 2026, selling an estimated $281 and leaving 27 shares worth $594. The position accounts for ﹤0.01% of the portfolio, ranked #3197.
Smartleaf Asset Management first reported a position in BWIN in Q2 2024 and has held it in 7 quarters since. The position peaked at $3.2K in Q2 2025. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.
- Smartleaf Asset Management held 27 shares of Baldwin Insurance Group worth $594 as of Q1 2026.
- Smartleaf Asset Management sold 13 Baldwin Insurance Group shares in Q1 2026, an estimated $281.
- Baldwin Insurance Group made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #3197 holding.
- Smartleaf Asset Management first reported a position in Baldwin Insurance Group in Q2 2024 and has held it in 7 quarters since.
- Smartleaf Asset Management's Baldwin Insurance Group position peaked at $3.2K in Q2 2025.
- 218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.
Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.