Quadrant Private Wealth Management, LLC
- SEC CIK
- 0001727454
- Latest filing
- Jul 30, 2026
BWIN holding history
Baldwin Insurance Group, Inc. in every 13F filed by Quadrant Private Wealth Management, 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)
- 34,686
- Value
- $922.0K
- % of portfolio
- 0.2%
- Quarters held
- 8
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 34,686 | $922.0K | 0.2% | −28,015−44.7% | Reduced | Holders |
| Q1 2026 | 62,701 | $1.38M | 0.2% | −4,200−6.3% | Reduced | Holders |
| Q4 2025 | 66,901 | $1.61M | 0.3% | +57,131+584.8% | Added | Holders |
| Q3 2025 | 9,770 | $275.6K | 0.1% | −3,100−24.1% | Reduced | Holders |
| Q2 2025 | 12,870 | $551.0K | 0.1% | +12,870 | New | Holders |
| Q1 2024 | 0 | $0 | 0.0% | −16,370−100.0% | Sold out | Holders |
| Q4 2023 | 16,370 | $393.2K | 0.1% | +16,370 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −18,100−100.0% | Sold out | Holders |
| Q2 2023 | 18,100 | $448.5K | 0.1% | +18,100 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −28,100−100.0% | Sold out | Holders |
| Q4 2022 | 28,100 | $706.4K | 0.2% | – | No prior filing | Holders |