Back to BWIN
IFP Advisors, Inc BWIN Position History
The Baldwin Insurance Group, Inc. • Financial Services
Quarters held
6
Latest value
$94K
Q3 2026
Peak value
$94K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $84K |
| Q3 2025 | $82K |
| Q4 2025 | $69K |
| Q1 2026 | $64K |
| Q2 2026 | $75K |
| Q3 2026 | $94K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $94K | 3.0K | — | — |
| Q2 2026 | $75K | 2.8K | — | — |
| Q1 2026 | $64K | 2.9K | — | — |
| Q4 2025 | $69K | 2.9K | — | — |
| Q3 2025 | $82K | 2.9K | — | — |
| Q3 2025 | $84K | 2.8K | — | — |
Other funds holding BWIN
$149.9M
$134.5M
$128.9M
$116.7M
$115.6M
$102.3M
$95M
$94.3M