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 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

FAM

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

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SFG

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

ZWJ Investment Counsel's BWIN Position: Q2 2026 in Review

ZWJ Investment Counsel reduced its Baldwin Insurance Group (BWIN) stake by 16% in Q2 2026, selling an estimated $33.4K and leaving 8,300 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #268.

ZWJ Investment Counsel first reported a position in BWIN in Q3 2024 and has held it in 4 quarters since. The position peaked at $247K in Q2 2025. 41 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

ZWJ Investment Counsel held 8,300 shares of Baldwin Insurance Group worth $221K as of Q2 2026.
ZWJ Investment Counsel sold 1,544 Baldwin Insurance Group shares in Q2 2026, an estimated $33.4K.
Baldwin Insurance Group made up 0.01% of ZWJ Investment Counsel's portfolio in Q2 2026, its #268 holding.
ZWJ Investment Counsel first reported a position in Baldwin Insurance Group in Q3 2024 and has held it in 4 quarters since.
ZWJ Investment Counsel's Baldwin Insurance Group position peaked at $247K in Q2 2025.
41 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.