Back to BWIN
Pathway Financial Advisors LLC → BWIN
Pathway Financial Advisors LLC BWIN Position History
The Baldwin Insurance Group, Inc. • Financial Services
Quarters held
5
Latest value
$2.4M
Q3 2026
Peak value
$3.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.6M |
| Q4 2025 | $3.2M |
| Q1 2026 | $2.9M |
| Q2 2026 | $2.2M |
| Q3 2026 | $2.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.4M | 76.4K | — | — |
| Q2 2026 | $2.2M | 76.4K | — | — |
| Q1 2026 | $2.9M | 128.7K | — | — |
| Q4 2025 | $3.2M | 128.7K | — | — |
| Q3 2025 | $3.6M | 128.7K | — | — |
Other funds holding BWIN
$149.9M
$134.5M
$128.9M
$116.7M
$115.6M
$102.3M
$95M
$94.3M