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

Steward Partners Investment Advisory’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
Q1 		– Sell
-9
Closed -$216 – 4585
2025
Q4 		$216 Sell
9
-45
-83% -$1.15K ﹤0.01% 4194
2025
Q3 		$1.52K Buy
54
+45
+500% +$1.56K ﹤0.01% 3985
2025
Q2 		$385 Buy
+9
New +$365 ﹤0.01% 3984
2024
Q3 		– Sell
-108
Closed -$3.83K – 3864
2024
Q2 		$3.83K Sell
108
-216
-67% -$6.68K ﹤0.01% 3125
2024
Q1 		$9.38K Buy
+324
New +$8.51K ﹤0.01% 2831

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Westwood Holdings Group
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Steward Partners Investment Advisory's BWIN Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of Baldwin Insurance Group (BWIN) in Q1 2026, closing a stake of 9 shares — an estimated $216 sold.

Steward Partners Investment Advisory first reported a position in BWIN in Q1 2024 and held it in 5 quarters. The position peaked at $9.38K in Q1 2024. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

  • Steward Partners Investment Advisory reported no remaining Baldwin Insurance Group position as of Q1 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 9 Baldwin Insurance Group shares in Q1 2026, an estimated $216.
  • Steward Partners Investment Advisory first reported a position in Baldwin Insurance Group in Q1 2024 and held it in 5 quarters.
  • Steward Partners Investment Advisory's Baldwin Insurance Group position peaked at $9.38K in Q1 2024.
  • 218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.