SFG
BWIN

Sunburst Financial Group’s Baldwin Insurance Group BWIN Stock Holding History

Sunburst Financial 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
Q2 		$778K Hold
29,281
– – 0.13% 65
2026
Q1 		$642K Buy
+29,281
New +$633K 0.12% 66

Other funds holding BWIN

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Sunburst Financial Group's BWIN Position: Q2 2026 in Review

Sunburst Financial Group held its Baldwin Insurance Group (BWIN) position steady in Q2 2026 at 29,281 shares worth $778K. The position accounts for 0.13% of the portfolio, ranked #65.

Sunburst Financial Group first reported a position in BWIN in Q1 2026 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Sunburst Financial Group held 29,281 shares of Baldwin Insurance Group worth $778K as of Q2 2026.
  • Sunburst Financial Group left its Baldwin Insurance Group share count unchanged in Q2 2026.
  • Baldwin Insurance Group made up 0.13% of Sunburst Financial Group's portfolio in Q2 2026, its #65 holding.
  • Sunburst Financial Group first reported a position in Baldwin Insurance Group in Q1 2026 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.