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CONFLUENCE INVESTMENT MANAGEMENT LLC → BWIN
CONFLUENCE INVESTMENT MANAGEMENT LLC BWIN Position History
The Baldwin Insurance Group, Inc. • Financial Services
Quarters held
12
Latest value
$41K
Q3 2026
Peak value
$13.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $11M |
| Q3 2025 | $155K |
| Q3 2025 | $321K |
| Q4 2025 | $13.5M |
| Q4 2025 | $137K |
| Q4 2025 | $274K |
| Q1 2026 | $13.9M |
| Q1 2026 | $152K |
| Q2 2026 | $2M |
| Q2 2026 | $34K |
| Q3 2026 | $1.8M |
| Q3 2026 | $41K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $41K | 1.3K | — | — |
| Q3 2026 | $1.8M | 57.3K | — | — |
| Q2 2026 | $34K | 1.3K | — | — |
| Q2 2026 | $2M | 76.3K | — | — |
| Q1 2026 | $152K | 6.9K | — | — |
| Q1 2026 | $13.9M | 631.7K | — | — |
| Q4 2025 | $274K | 11.4K | — | — |
| Q4 2025 | $137K | 5.7K | — | — |
| Q4 2025 | $13.5M | 562.4K | — | — |
| Q3 2025 | $321K | 11.4K | — | — |
| Q3 2025 | $155K | 5.5K | — | — |
| Q3 2025 | $11M | 389.2K | — | — |
Other funds holding BWIN
$149.9M
$134.5M
$128.9M
$116.7M
$115.6M
$102.3M
$95M
$94.3M