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Equitable Trust Co

SEC CIK
0000033250
Latest filing
Jul 23, 2026

BWIN holding history

Baldwin Insurance Group, Inc. in every 13F filed by Equitable Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BWIN overviewAll 13F holders of BWINFull Q2 2026 holdings

Shares (Q2 2026)
282,998
Value
$7.52M
% of portfolio
0.3%
Quarters held
2
Since Q1 2026
Holdings of BWIN by Equitable Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026282,998$7.52M0.3%00.0%UnchangedHolders
Q1 2026282,998$6.21M0.3%+282,998NewHolders