Back to BWIN
ASSETMARK, INC BWIN Position History
The Baldwin Insurance Group, Inc. • Financial Services
Quarters held
5
Latest value
$1M
Q3 2026
Peak value
$1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $772K |
| Q4 2025 | $641K |
| Q1 2026 | $577K |
| Q2 2026 | $606K |
| Q3 2026 | $1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1M | 33.0K | — | — |
| Q2 2026 | $606K | 22.8K | — | — |
| Q1 2026 | $577K | 26.3K | — | — |
| Q4 2025 | $641K | 26.7K | — | — |
| Q3 2025 | $772K | 27.4K | — | — |
Other funds holding BWIN
$149.9M
$134.5M
$128.9M
$116.7M
$115.6M
$102.3M
$95M
$94.3M