Steward Partners Investment Advisory’s Baldwin Insurance Group BWIN Stock Holding History

Steward Partners Investment Advisory’s Portfolio BWIN Stock Details BWIN Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$216	Sell
2025 Q3	$1.52K	Buy
2025 Q2	$385	Buy
2024 Q3	–	Sell
2024 Q2	$3.83K	Sell
2024 Q1	$9.38K	Buy