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Sunburst Financial Group, LLC → BWIN
Sunburst Financial Group, LLC BWIN Position History
The Baldwin Insurance Group, Inc. • Financial Services
Quarters held
4
Latest value
$931K
Q3 2026
Peak value
$931K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $642K |
| Q1 2026 | $642K |
| Q2 2026 | $778K |
| Q3 2026 | $931K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $931K | 29.3K | — | — |
| Q2 2026 | $778K | 29.3K | — | — |
| Q1 2026 | $642K | 29.3K | — | — |
| Q1 2026 | $642K | 29.3K | — | — |
Other funds holding BWIN
$149.9M
$134.5M
$128.9M
$116.7M
$115.6M
$102.3M
$95M
$94.3M