Cornerstone Wealth Group, LLC
- SEC CIK
- 0001774879
- Latest filing
- Jul 27, 2026
BWIN holding history
Baldwin Insurance Group, Inc. in every 13F filed by Cornerstone Wealth Group, 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)
- 16,709
- Value
- $444.1K
- % of portfolio
- <0.1%
- Quarters held
- 10
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 16,709 | $444.1K | <0.1% | −17−0.1% | Reduced | Holders |
| Q1 2026 | 16,726 | $443.7K | <0.1% | +70.0% | Added | Holders |
| Q4 2025 | 16,719 | $401.8K | <0.1% | +19+0.1% | Added | Holders |
| Q3 2025 | 16,700 | $471.1K | <0.1% | −10.0% | Reduced | Holders |
| Q2 2025 | 16,701 | $715.0K | 0.1% | −12−0.1% | Reduced | Holders |
| Q1 2025 | 16,713 | $746.9K | 0.1% | +30.0% | Added | Holders |
| Q4 2024 | 16,710 | $647.7K | 0.1% | +10+0.1% | Added | Holders |
| Q3 2024 | 16,700 | $831.7K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 16,700 | $592.3K | 0.1% | −188−1.1% | Reduced | Holders |
| Q1 2024 | 16,888 | $488.7K | <0.1% | +16,888 | New | Holders |