Pathway Financial Advisors LLC

Position in BWIN — Baldwin Insurance Group, Inc.

CIK 1738828 SOUTH BURLINGTON, VT

Position in BWIN

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$2,030,552

-$793,520 QoQ

Shares Held

76,394

-40.7% QoQ

Ownership

0.054%

of shares outstanding

% of Portfolio

3.59%

of 13F equity value

Holder Rank

of 42 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Pathway Financial Advisors LLC holds $2,512,649 across 2 Insurance Brokers names. BWIN ranks #1 (80.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BWIN	Baldwin Insurance Group, Inc. This page	76,394	$2,030,552
2	AJG	Arthur J. Gallagher & Co.	2,100	$482,097

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,030,552	76,394	-40.7%	Shares	Sole	2026-07-06
2026-03-31	$2,824,072	128,718	0.0%	Shares	Sole	2026-04-08
2025-12-31	$3,093,093	128,718	0.0%	Shares	Sole	2026-01-14
2025-09-30	$3,631,134	128,718	-8.6%	Shares	Sole	2025-10-10
2025-06-30	$6,025,635	140,753	0.0%	Shares	Sole	2025-07-25
2025-03-31	$6,290,251	140,753	+22.1%	Shares	Sole	2025-04-16
2024-12-31	$4,468,601	115,289	0.0%	Shares	Sole	2025-01-31
2024-09-30	$5,741,392	115,289	-9.5%	Shares	Sole	2024-10-08
2024-06-30	$4,516,146	127,323	-9.9%	Shares	Sole	2024-07-24
2024-03-31	$4,091,739	141,387	+56.3%	Shares	Sole	2024-04-10
2023-12-31	$2,172,801	90,458	0.0%	Shares	Sole	2024-04-10
2023-09-30	$2,101,339	90,458	0.0%	Shares	Sole	2023-10-30
2023-06-30	$2,241,549	90,458	0.0%	Shares	Sole	2023-07-19
2023-03-31	$2,303,060	90,458	+61.7%	Shares	Sole	2023-04-28
2022-12-31	$1,406,055	55,929	0.0%	Shares	Sole	2023-01-23
2022-09-30	$1,473,729	55,929	0.0%	Shares	Sole	2022-11-07
2022-06-30	$1,350,685	55,929	+9.8%	Shares	Sole	2022-07-21
2022-03-31	$1,366,425	50,929	0.0%	Shares	Sole	2022-04-25
2021-12-31	$1,839,046	50,929	—	Shares	Sole	2022-02-02
No filing history on record for this holder in this stock.