Back to BWIN
Creative Planning BWIN Position History
The Baldwin Insurance Group, Inc. • Financial Services
Quarters held
7
Latest value
$2.5M
Q3 2026
Peak value
$2.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $224K |
| Q4 2025 | $664K |
| Q1 2026 | $1.2M |
| Q2 2026 | $83K |
| Q2 2026 | $993K |
| Q3 2026 | $117K |
| Q3 2026 | $2.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.5M | 77.2K | — | — |
| Q3 2026 | $117K | 3.7K | — | — |
| Q2 2026 | $993K | 37.4K | — | — |
| Q2 2026 | $83K | 3.1K | — | — |
| Q1 2026 | $1.2M | 55.2K | — | — |
| Q4 2025 | $664K | 27.6K | — | — |
| Q3 2025 | $224K | 7.9K | — | — |
Other funds holding BWIN
$149.9M
$134.5M
$128.9M
$116.7M
$115.6M
$102.3M
$95M
$94.3M