BOLTON SECURITIES CORPORATION’s Baldwin Insurance Group BWIN Stock Holding History

BOLTON SECURITIES CORPORATION’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	$127K	Hold	4,000	–	–	﹤0.01%	1055
2026 Q2	$106K	Hold	4,000	–	–	﹤0.01%	1098
2026 Q1	$87.8K	Buy	+4,000	New	+$86.5K	﹤0.01%	1074
2025 Q3	$113K	Buy	+4,000	New	+$139K	0.01%	922
2025 Q1	$179K	Buy	+4,000	New	+$163K	0.01%	720

Other funds holding BWIN

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors Tampa, Florida $679M AUM 26.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's BWIN Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Baldwin Insurance Group (BWIN) position steady in Q3 2026 at 4,000 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #1055.

BOLTON SECURITIES CORPORATION first reported a position in BWIN in Q1 2025 and has held it in 5 quarters since. The position peaked at $179K in Q1 2025. 145 funds tracked by Wall St. Rank hold BWIN as of Q3 2026.

BOLTON SECURITIES CORPORATION held 4,000 shares of Baldwin Insurance Group worth $127K as of Q3 2026.
BOLTON SECURITIES CORPORATION left its Baldwin Insurance Group share count unchanged in Q3 2026.
Baldwin Insurance Group made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1055 holding.
BOLTON SECURITIES CORPORATION first reported a position in Baldwin Insurance Group in Q1 2025 and has held it in 5 quarters since.
BOLTON SECURITIES CORPORATION's Baldwin Insurance Group position peaked at $179K in Q1 2025.
145 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.