TPWA
BWIN

Twin Peaks Wealth Advisors’s Baldwin Insurance Group BWIN Stock Holding History

Twin Peaks Wealth Advisors’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
2025
Q3 		– Sell
-18
Closed -$590 – 2228
2025
Q2 		$590 Buy
+18
New +$730 ﹤0.01% 1877

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Twin Peaks Wealth Advisors's BWIN Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of Baldwin Insurance Group (BWIN) in Q3 2025, closing a stake of 18 shares — an estimated $590 sold.

Twin Peaks Wealth Advisors first reported a position in BWIN in Q2 2025 and held it in 1 quarter. The position peaked at $590 in Q2 2025. 213 funds tracked by Wall St. Rank hold BWIN as of Q3 2025.

  • Twin Peaks Wealth Advisors reported no remaining Baldwin Insurance Group position as of Q3 2025 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 18 Baldwin Insurance Group shares in Q3 2025, an estimated $590.
  • Twin Peaks Wealth Advisors first reported a position in Baldwin Insurance Group in Q2 2025 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's Baldwin Insurance Group position peaked at $590 in Q2 2025.
  • 213 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.