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

Versant Capital Management’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	$40K	Buy	1,258 +57	+5%	+$1.68K	﹤0.01%	1560
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

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Versant Capital Management's BWIN Position: Q3 2026 in Review

Versant Capital Management increased its Baldwin Insurance Group (BWIN) stake by 4.7% in Q3 2026, buying an estimated $1.68K and bringing the position to 1,258 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #1560.

Versant Capital Management first reported a position in BWIN in Q4 2020 and has held it in 6 quarters since. 16 funds tracked by Wall St. Rank hold BWIN as of Q3 2026.

Versant Capital Management held 1,258 shares of Baldwin Insurance Group worth $40K as of Q3 2026.
Versant Capital Management bought 57 Baldwin Insurance Group shares in Q3 2026, an estimated $1.68K.
Baldwin Insurance Group made up ﹤0.01% of Versant Capital Management's portfolio in Q3 2026, its #1560 holding.
Versant Capital Management first reported a position in Baldwin Insurance Group in Q4 2020 and has held it in 6 quarters since.
16 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2026.

Based on Versant Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.