Wealth Enhancement Advisory Services’s Baldwin Insurance Group BWIN Stock Holding History
Bought
Maintained
Sold
Other funds holding BWIN
Wealth Enhancement Advisory Services's BWIN Position: Q2 2026 in Review
Wealth Enhancement Advisory Services increased its Baldwin Insurance Group (BWIN) stake by 13% in Q2 2026, buying an estimated $228K and bringing the position to 94,048 shares worth $2.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1428.
Wealth Enhancement Advisory Services first reported a position in BWIN in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.66M in Q2 2025. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.
- Wealth Enhancement Advisory Services held 94,048 shares of Baldwin Insurance Group worth $2.49M as of Q2 2026.
- Wealth Enhancement Advisory Services bought 10,540 Baldwin Insurance Group shares in Q2 2026, an estimated $228K.
- Baldwin Insurance Group made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1428 holding.
- Wealth Enhancement Advisory Services first reported a position in Baldwin Insurance Group in Q2 2024 and has held it in 9 quarters since.
- Wealth Enhancement Advisory Services's Baldwin Insurance Group position peaked at $6.66M in Q2 2025.
- 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.
Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.