BWIN
The Baldwin Insurance Group, Inc.• Financial Services
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Tributary Capital Management, Llc | $10.9M | 343.0K | 1.00% | -4.1% |
Equitable Trust Co | $9M | 283.0K | 0.38% | Unchanged |
Fenimore Asset Management Inc | $8.6M | 269.6K | 0.19% | -66.1% |
Smith Chas P & Associates Pa Cpas | $4.8M | 150.2K | 0.24% | Unchanged |
Hb Wealth Management, Llc | $3.3M | 103.5K | 0.02% | +0.3% |
Wealth Enhancement Advisory Services, Llc | $2.7M | 84.0K | 0.00% | -10.7% |
Creative Planning | $2.6M | 80.9K | 0.00% | +99.8% |
Pathway Financial Advisors Llc | $2.4M | 76.4K | 0.27% | Unchanged |
Confluence Investment Management Llc | $1.9M | 58.6K | 0.03% | -24.5% |
Abc Arbitrage Sa | $1.9M | 58.5K | 0.18% | New Position |
Transmarket Holdings Lp | $1.8M | 56.1K | 1.00% | New Position |
Assetmark, Inc | $1M | 33.0K | 0.00% | +44.8% |
Cambridge Investment Research Advisors, Inc. | $978K | 30.8K | 0.00% | -0.1% |
Sunburst Financial Group, Llc | $931K | 29.3K | 0.15% | Unchanged |
Harbor Capital Advisors, Inc. | $801K | 25.2K | 0.05% | -7.8% |
Americana Partners, Llc | $771K | 24.2K | 0.02% | +0.4% |
Dodds Wealth, Llc | $502K | 15.8K | 0.11% | New Position |
Proshare Advisors Llc | $387K | 12.2K | 0.00% | -5.2% |
Principal Financial Group Inc | $356K | 11.2K | 0.00% | New Position |
Oppenheimer Asset Management Inc. | $269K | 8.4K | 0.00% | New Position |
Entrewealth, Llc | $231K | 7.3K | 0.08% | -70.8% |
Cyndeo Wealth Partners, Llc | $202K | 6.4K | 0.01% | New Position |
Sterling Capital Management Llc | $102K | 3.2K | 0.00% | +829.9% |
Wolverine Asset Management Llc | $98K | 3.1K | 0.00% | New Position |
Ifp Advisors, Inc | $94K | 3.0K | 0.00% | +5.1% |
Kbc Group Nv | $91K | 2.9K | 0.00% | -32.6% |
Gamma Investing Llc | $57K | 1.8K | 0.00% | +146.3% |
Signaturefd, Llc | $41K | 1.3K | 0.00% | +22.7% |
Versant Capital Management, Inc | $40K | 1.3K | 0.00% | +4.8% |
Farther Finance Advisors, Llc | $33K | 1.0K | 0.00% | +102.1% |
Strs Ohio | $29K | 900 | 0.00% | New Position |
Mtm Investment Management, Llc | $22K | 700 | 0.01% | Unchanged |
Heritage Family Offices, Llp | $21K | 660 | 0.01% | New Position |
Nisa Investment Advisors, Llc | $21K | 652 | 0.00% | +0.8% |
Parkside Financial Bank & Trust | $19K | 601 | 0.00% | -71.1% |
Caitong International Asset Management Co., Ltd | $16K | 517 | 0.00% | +46.9% |
Owl Creek Wealth Partners Llc | $13K | 405 | 0.00% | Unchanged |
Private Trust Co Na | $13K | 403 | 0.00% | -6.3% |
Fortitude Family Office, Llc | $12K | 391 | 0.00% | +127.3% |
Essential Partners Llc | $9K | 298 | 0.00% | Unchanged |
Financial Consulate, Inc | $5K | 144 | 0.00% | New Position |
Atwood & Palmer Inc | $3K | 92 | 0.00% | -76.5% |
Root Financial Partners, Llc | $3K | 80 | 0.00% | New Position |
Mather Group, Llc. | $2K | 78 | 0.00% | New Position |
Cape Investment Advisory, Inc. | $2K | 77 | 0.00% | +28.3% |
Sjs Investment Consulting Inc. | $2K | 73 | 0.00% | +160.7% |
Corecap Advisors, Llc | $985 | 31 | 0.00% | Unchanged |
Clark Wealth Partners | $827 | 26 | 0.00% | New Position |
Provenance Wealth Advisors, Llc | $731 | 23 | 0.00% | New Position |
Torren Management, Llc | $668 | 21 | 0.00% | Unchanged |