Summit Securities Group’s Baldwin Insurance Group BWIN Stock Holding History

Summit Securities Group’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 Q3	$6.14K	Buy	+193	New	+$5.69K	﹤0.01%	841

Other funds holding BWIN

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors Tampa, Florida $679M AUM 26.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Summit Securities Group's BWIN Position: Q3 2026 in Review

Summit Securities Group opened a new position in Baldwin Insurance Group (BWIN) in Q3 2026: 193 shares worth $6.14K. The stake represents ﹤0.01% of the portfolio and ranks #841 among its holdings.

120 funds tracked by Wall St. Rank hold BWIN as of Q3 2026.

Summit Securities Group held 193 shares of Baldwin Insurance Group worth $6.14K as of Q3 2026.
Baldwin Insurance Group was a new Summit Securities Group position in Q3 2026.
Baldwin Insurance Group made up ﹤0.01% of Summit Securities Group's portfolio in Q3 2026, its #841 holding.
120 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.