BWIN

Baldwin Insurance Group Inc

Latest period2026 - Q2Total superinvestors10

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 10 superinvestors own shares of Baldwin Insurance Group Inc (BWIN), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Baldwin Insurance Group Inc (BWIN), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Baldwin Insurance Group Inc (BWIN) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Baldwin Insurance Group Inc (BWIN) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Steven Farmer@Confluence Investment Management Llc
Recent Activity
Decreased -87.84%
0.04%
$2.063M
77,621 shares@ 26.58 avg price
Scott Beaudin@Pathway Financial Advisors Llc
Recent Activity
Decreased -40.65%
0.26%
$2.17M
76,394 shares@ 28.42 avg price
Maximiliaan Rijkenberg@Sapient Capital Llc
Recent Activity
0.02%
$1.329M
50,000 shares@ 26.58 avg price
Barry Rhea@Sunburst Financial Group, Llc
Recent Activity
0.13%
$778,289
29,281 shares@ 26.59 avg price
Brandon Yee@Versant Capital Management, Inc
Recent Activity
Increased 43.32%
0.01%
$31,923
1,201 shares@ 26.59 avg price
Lorraine Fang@Gamma Investing Llc
Recent Activity
Decreased -18.22%
0.01%
$19,324
727 shares@ 26.59 avg price
Andrew Kirchner@Elevation Wealth Partners, Llc
Recent Activity
0.01%
$17,862
672 shares@ 26.59 avg price
Teresa Burch@Atwood & Palmer Inc
Recent Activity
0.01%
$10,425
392 shares@ 26.6 avg price
Craig Rumler@Corecap Advisors, Llc
Recent Activity
Increased 29.17%
0.01%
$824
31 shares@ 26.59 avg price
Shawn Fischman@Fny Investment Advisers, Llc
Recent Activity
New Position
0%
$0 Put
30 shares@ 0.0 avg price

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