Wealth Enhancement Advisory Services’s Baldwin Insurance Group BWIN Stock Holding History

Wealth Enhancement Advisory Services’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	$2.49M	Buy	94,048 +10,540	+13%	+$228K	﹤0.01%	1428
2026 Q1	$1.87M	Sell	83,508 -55,107	-40%	-$1.19M	﹤0.01%	1427
2025 Q4	$3.46M	Sell	138,615 -16,127	-10%	-$411K	﹤0.01%	1207
2025 Q3	$4.48M	Sell	154,742 -10,036	-6%	-$348K	0.01%	1001
2025 Q2	$6.66M	Buy	164,778 +55,326	+51%	+$2.24M	0.01%	783
2025 Q1	$4.89M	Sell	109,452 -17,481	-14%	-$712K	0.01%	843
2024 Q4	$4.92M	Sell	126,933 -5,027	-4%	-$234K	0.01%	805
2024 Q3	$6.57M	Sell	131,960 -14,005	-10%	-$609K	0.01%	644
2024 Q2	$5.18M	Buy	+145,965	New	+$4.52M	0.01%	677

Other funds holding BWIN

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 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

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

RDWM

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

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

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. 27 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.
27 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.