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HighTower Advisors, LLC

SEC CIK
0001462245
Latest filing
Aug 25, 2026

BWIN holding history

Baldwin Insurance Group, Inc. in every 13F filed by HighTower Advisors, LLC, 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)
51,102
Value
$1.36M
% of portfolio
<0.1%
Quarters held
6
Since Q3 2024
Holdings of BWIN by HighTower Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202651,102$1.36M<0.1%−41,975−45.1%ReducedHolders
Q1 202693,077$2.04M<0.1%+93,077NewHolders
Q4 20250$00.0%−20,666−100.0%Sold outHolders
Q3 202520,666$583.0K<0.1%−15,870−43.4%ReducedHolders
Q2 202536,536$1.56M<0.1%−5,073−12.2%ReducedHolders
Q1 202541,609$1.86M<0.1%+41,609NewHolders
Q4 20240$00.0%−4,007−100.0%Sold outHolders
Q3 20244,007$202.0K<0.1%+4,007NewHolders