Filing Research | BWIN - The Baldwin Insurance Group In Institutional Holdings

Snapshot holdings

35 / 35 loaded

#		Instrument	quantity
1	FENIMORE ASSET MANAGEMENT INC	Shares	795.4KSH	$21.1M
2	Tributary Capital Management, LLC	Shares	357.7KSH	$9.5M
3	EQUITABLE TRUST CO	Shares	283.0KSH	$7.5M
4	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	245.5KSH	$6.5M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	94.0KSH	$2.5M
6	Pathway Financial Advisors LLC	Shares	76.4KSH	$2.2M
7	SAPIENT CAPITAL LLC	Shares	50.0KSH	$1.3M
8	Sunburst Financial Group, LLC	Shares	29.3KSH	$778.3K
9	Police & Firemen's Retirement System of New Jersey	Shares	28.9KSH	$769.0K
10	Red Door Wealth Management, LLC	Shares	27.0KSH	$717.7K
11	Diversified Trust Co	Shares	26.7KSH	$710.6K
12	Aurdan Capital Management, LLC	Shares	9.7KSH	$257.8K
13	ZWJ INVESTMENT COUNSEL INC	Shares	8.3KSH	$220.6K
14	HHM Wealth Advisors, LLC	Shares	6.3KSH	$166.7K
15	Curated Wealth Partners LLC	Shares	105.1KSH	$124.1K
16	IFP Advisors, Inc	Shares	2.8KSH	$74.7K
17	Dorato Capital Management	Shares	1.3KSH	$35.3K
18	Versant Capital Management, Inc	Shares	1.2KSH	$31.9K
19	SIGNATUREFD, LLC	Shares	1.0KSH	$27.6K
20	GAMMA Investing LLC	Shares	727SH	$19.3K
21	EverSource Wealth Advisors, LLC	Shares	694SH	$18.4K
22	ELEVATION WEALTH PARTNERS, LLC	Shares	672SH	$17.9K
23	Farther Finance Advisors, LLC	Shares	514SH	$13.6K
24	Owl Creek Wealth Partners LLC	Shares	405SH	$10.8K
25	ATWOOD & PALMER INC	Shares	392SH	$10.4K
26	Fortitude Family Office, LLC	Shares	172SH	$4.6K
27	Cape Investment Advisory, Inc.	Shares	60SH	$1.6K
28	CoreCap Advisors, LLC	Shares	31SH	$824
29	SJS Investment Consulting Inc.	Shares	28SH	$745
30	Handelsbanken Fonder AB	Shares	21.7KSH	$577
31	Torren Management, LLC	Shares	21SH	$558
32	Bogart Wealth, LLC	Shares	20SH	$532
33	SBI Securities Co., Ltd.	Shares	4SH	$106
34	Hughes Financial Services, LLC	Shares	2SH	$53
35	FNY Investment Advisers, LLC	PUT	30SH	$0

Manager changes2026-06-30 vs 2026-03-31

37 / 37 loaded

#		Instrument
1	FENIMORE ASSET MANAGEMENT INC added	Shares	+92.1K	+$5.7M	$21.1M
2	Tributary Capital Management, LLC trimmed	Shares	-10.6K	+$1.4M	$9.5M
3	EQUITABLE TRUST CO unchanged	Shares	0	+$1.3M	$7.5M
4	PEREGRINE CAPITAL MANAGEMENT LLC trimmed	Shares	-21.4K	+$669.4K	$6.5M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+10.5K	+$625.9K	$2.5M
6	SAPIENT CAPITAL LLC unchanged	Shares	0	+$232.0K	$1.3M
7	Police & Firemen's Retirement System of New Jersey added	Shares	+3.1K	+$201.5K	$769.0K
8	Sunburst Financial Group, LLC unchanged	Shares	0	+$135.9K	$778.3K
9	Red Door Wealth Management, LLC unchanged	Shares	0	+$125.3K	$717.7K
10	Curated Wealth Partners LLC new	Shares	+105.1K	+$124.1K	$124.1K
11	Aurdan Capital Management, LLC unchanged	Shares	0	+$45.0K	$257.8K
12	HHM Wealth Advisors, LLC unchanged	Shares	0	+$29.1K	$166.7K
13	Versant Capital Management, Inc added	Shares	+363	+$13.5K	$31.9K
14	IFP Advisors, Inc trimmed	Shares	-105	+$10.7K	$74.7K
15	Owl Creek Wealth Partners LLC added	Shares	+245	+$7.3K	$10.8K
16	Farther Finance Advisors, LLC added	Shares	+214	+$7.2K	$13.6K
17	Dorato Capital Management unchanged	Shares	0	+$5.0K	$35.3K
18	ZWJ INVESTMENT COUNSEL INC trimmed	Shares	-1.5K	+$4.6K	$220.6K
19	Fortitude Family Office, LLC new	Shares	+172	+$4.6K	$4.6K
20	ELEVATION WEALTH PARTNERS, LLC unchanged	Shares	0	+$3.1K	$17.9K
21	ATWOOD & PALMER INC unchanged	Shares	0	+$1.8K	$10.4K
22	Cape Investment Advisory, Inc. new	Shares	+60	+$1.6K	$1.6K
23	SJS Investment Consulting Inc. new	Shares	+28	+$745	$745
24	Bogart Wealth, LLC new	Shares	+20	+$532	$532
25	CoreCap Advisors, LLC added	Shares	+7	+$297	$824
26	Handelsbanken Fonder AB unchanged	Shares	0	+$101	$577
27	Torren Management, LLC unchanged	Shares	0	+$97	$558
28	SBI Securities Co., Ltd. added	Shares	+1	+$40	$106
29	Hughes Financial Services, LLC added	Shares	+1	+$31	$53
30	FNY Investment Advisers, LLC new	PUT	+30	$0	$0
31	Blue Trust, Inc. exited	Shares	-6	-$132	$0
32	GAMMA Investing LLC trimmed	Shares	-162	-$181	$19.3K
33	SIGNATUREFD, LLC trimmed	Shares	-248	-$616	$27.6K
34	MassMutual Private Wealth & Trust, FSB exited	Shares	-41	-$900	$0
35	EverSource Wealth Advisors, LLC trimmed	Shares	-584	-$9.6K	$18.4K
36	Diversified Trust Co trimmed	Shares	-6.7K	-$24.0K	$710.6K
37	Pathway Financial Advisors LLC trimmed	Shares	-52.3K	-$706.5K	$2.2M