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Parallel Advisors, LLC

SEC CIK
0001690010
Latest filing
Aug 5, 2026

BWIN holding history

Baldwin Insurance Group, Inc. in every 13F filed by Parallel 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)
490
Value
$13.0K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of BWIN by Parallel Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026490$13.0K<0.1%−15−3.0%ReducedHolders
Q1 2026505$11.1K<0.1%+380+304.0%AddedHolders
Q4 2025125$3.00K<0.1%+51+68.9%AddedHolders
Q3 202574$2.09K<0.1%00.0%UnchangedHolders
Q2 202574$3.17K<0.1%00.0%UnchangedHolders
Q1 202574$3.31K<0.1%00.0%UnchangedHolders
Q4 202474$2.87K<0.1%−14−15.9%ReducedHolders
Q3 202488$4.38K<0.1%+14+18.9%AddedHolders
Q2 202474$2.63K<0.1%00.0%UnchangedHolders
Q1 202474$2.14K<0.1%00.0%UnchangedHolders
Q4 202374$1.78K<0.1%−47−38.8%ReducedHolders
Q3 2023121$2.81K<0.1%+121NewHolders
Q2 20230$00.0%−68−100.0%Sold outHolders
Q1 202368$1.73K<0.1%+42+161.5%AddedHolders
Q4 202226$654<0.1%00.0%UnchangedHolders
Q3 202226$1.00K<0.1%00.0%UnchangedHolders
Q2 202226$1.00K<0.1%+15+136.4%AddedHolders
Q1 202211$00.0%00.0%UnchangedHolders
Q4 202111$00.0%−126−92.0%ReducedHolders
Q3 2021137$5.00K<0.1%+126+1,145.5%AddedHolders
Q2 202111$00.0%00.0%UnchangedHolders
Q1 202111$00.0%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.