Stifel Financial’s Baldwin Insurance Group BWIN Stock Holding History
Bought
Maintained
Sold
Other funds holding BWIN
Stifel Financial's BWIN Position: Q2 2026 in Review
Stifel Financial reduced its Baldwin Insurance Group (BWIN) stake by 23% in Q2 2026, selling an estimated $134K and leaving 20,422 shares worth $543K. The position accounts for ﹤0.01% of the portfolio, ranked #2931.
Stifel Financial first reported a position in BWIN in Q1 2025 and has held it in 6 quarters since. The position peaked at $1M in Q2 2025. 228 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.
- Stifel Financial held 20,422 shares of Baldwin Insurance Group worth $543K as of Q2 2026.
- Stifel Financial sold 6,211 Baldwin Insurance Group shares in Q2 2026, an estimated $134K.
- Baldwin Insurance Group made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2931 holding.
- Stifel Financial first reported a position in Baldwin Insurance Group in Q1 2025 and has held it in 6 quarters since.
- Stifel Financial's Baldwin Insurance Group position peaked at $1M in Q2 2025.
- 228 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.
Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.