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ENTREWEALTH, LLC BWIN Position History
The Baldwin Insurance Group, Inc. • Financial Services
Quarters held
5
Latest value
$231K
Q3 2026
Peak value
$819K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $812K |
| Q4 2025 | $731K |
| Q1 2026 | $819K |
| Q2 2026 | $711K |
| Q3 2026 | $231K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $231K | 7.3K | — | — |
| Q2 2026 | $711K | 24.9K | — | — |
| Q1 2026 | $819K | 37.3K | — | — |
| Q4 2025 | $731K | 37.3K | — | — |
| Q3 2025 | $812K | 28.8K | — | — |
Other funds holding BWIN
$149.9M
$134.5M
$128.9M
$116.7M
$115.6M
$102.3M
$95M
$94.3M