Clearstead Advisors, LLC

SEC CIK: 0000842775
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

BWIN holding history

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

BWIN overview All 13F holders of BWIN Full Q2 2026 holdings

Shares (Q2 2026): 78
Value: $2.07K
% of portfolio: <0.1%
Quarters held: 3; Since Q2 2025

Holdings of BWIN by Clearstead Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	78	$2.07K	<0.1%	+78	New	Holders
Q4 2025	0	$0	0.0%	−659−100.0%	Sold out	Holders
Q3 2025	659	$18.6K	<0.1%	−131−16.6%	Reduced	Holders
Q2 2025	790	$33.8K	<0.1%	+790	New	Holders