ZWJ Investment Counsel
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ZWJ Investment Counsel’s Baldwin Insurance Group BWIN Stock Holding History

ZWJ Investment Counsel’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 		– Sell
-8,300
Closed -$221K – 315
2026
Q2 		$221K Sell
8,300
-1,544
-16% -$33.4K 0.01% 268
2026
Q1 		$216K Buy
+9,844
New +$213K 0.01% 229
2025
Q3 		– Sell
-5,779
Closed -$247K – 256
2025
Q2 		$247K Buy
+5,779
New +$234K 0.01% 193
2024
Q4 		– Sell
-4,464
Closed -$222K – 249
2024
Q3 		$222K Buy
+4,464
New +$194K 0.01% 208

Other funds holding BWIN

ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Confluence Investment Management
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
E
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

ZWJ Investment Counsel's BWIN Position: Q3 2026 in Review

ZWJ Investment Counsel sold out of Baldwin Insurance Group (BWIN) in Q3 2026, closing a stake of 8,300 shares — an estimated $221K sold.

ZWJ Investment Counsel first reported a position in BWIN in Q3 2024 and held it in 4 quarters. The position peaked at $247K in Q2 2025. 18 funds tracked by Wall St. Rank hold BWIN as of Q3 2026.

  • ZWJ Investment Counsel reported no remaining Baldwin Insurance Group position as of Q3 2026 after selling out during the quarter.
  • ZWJ Investment Counsel sold 8,300 Baldwin Insurance Group shares in Q3 2026, an estimated $221K.
  • ZWJ Investment Counsel first reported a position in Baldwin Insurance Group in Q3 2024 and held it in 4 quarters.
  • ZWJ Investment Counsel's Baldwin Insurance Group position peaked at $247K in Q2 2025.
  • 18 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2026.

Based on ZWJ Investment Counsel's 13F filing for Q3 2026, filed 15 Oct 2026.