Back to BWIN
HB Wealth Management, LLC → BWIN
HB Wealth Management, LLC BWIN Position History
The Baldwin Insurance Group, Inc. • Financial Services
Quarters held
4
Latest value
$3.3M
Q3 2026
Peak value
$3.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.8M |
| Q1 2026 | $1.6M |
| Q2 2026 | $2.7M |
| Q3 2026 | $3.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.3M | 103.5K | — | — |
| Q2 2026 | $2.7M | 103.2K | — | — |
| Q1 2026 | $1.6M | 74.5K | — | — |
| Q4 2025 | $1.8M | 73.7K | — | — |
Other funds holding BWIN
$149.9M
$134.5M
$128.9M
$116.7M
$115.6M
$102.3M
$95M
$94.3M