Versant Capital Management’s Baldwin Insurance Group BWIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$31.9K Buy
1,201
+363
+43% +$7.85K ﹤0.01% 1679
2026
Q1
$18.4K Buy
838
+55
+7% +$1.19K ﹤0.01% 1859
2025
Q4
$18.8K Buy
783
+770
+5,923% +$19.6K ﹤0.01% 1680
2025
Q3
$367 Buy
+13
New +$451 ﹤0.01% 2582
2021
Q1
Sell
-10
Closed 1623
2020
Q4
$0 Buy
+10
New +$289 ﹤0.01% 1561

Other funds holding BWIN

Versant Capital Management's BWIN Position: Q2 2026 in Review

Versant Capital Management increased its Baldwin Insurance Group (BWIN) stake by 43% in Q2 2026, buying an estimated $7.85K and bringing the position to 1,201 shares worth $31.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1679.

Versant Capital Management first reported a position in BWIN in Q4 2020 and has held it in 5 quarters since. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Versant Capital Management held 1,201 shares of Baldwin Insurance Group worth $31.9K as of Q2 2026.
  • Versant Capital Management bought 363 Baldwin Insurance Group shares in Q2 2026, an estimated $7.85K.
  • Baldwin Insurance Group made up ﹤0.01% of Versant Capital Management's portfolio in Q2 2026, its #1679 holding.
  • Versant Capital Management first reported a position in Baldwin Insurance Group in Q4 2020 and has held it in 5 quarters since.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.