Back to BWIN
CoreCap Advisors, LLC BWIN Position History
The Baldwin Insurance Group, Inc. • Financial Services
Quarters held
4
Latest value
$985
Q3 2026
Peak value
$985
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $577 |
| Q1 2026 | $527 |
| Q2 2026 | $824 |
| Q3 2026 | $985 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $985 | 31 | — | — |
| Q2 2026 | $824 | 31 | — | — |
| Q1 2026 | $527 | 24 | — | — |
| Q4 2025 | $577 | 24 | — | — |
Other funds holding BWIN
$149.9M
$134.5M
$128.9M
$116.7M
$115.6M
$102.3M
$95M
$94.3M
Other CoreCap Advisors, LLC positions
VGES
$183.4MVANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF
STT-PG
$182.2MSTATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
VGES
$178.1MVANGUARD TOTAL STOCK MARKET ETF
STT-PG
$177.2MSTATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
STT-PG
$159.1MSPDR PORTFOLIO S&P 500 GROWTH ETF
VGES
$156.6MVANGUARD TOTAL STOCK MARKET ETF
STT-PG
$156.5MSTATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
VGES
$149MVANGUARD TOTAL STOCK MARKET ETF