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CSM Advisors, LLC

SEC CIK
0001863523
Latest filing
Aug 14, 2026

BWIN holding history

Baldwin Insurance Group, Inc. in every 13F filed by CSM 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)
51,388
Value
$1.36M
% of portfolio
<0.1%
Quarters held
1
Since Q2 2026
Holdings of BWIN by CSM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202651,388$1.36M<0.1%+51,388NewHolders