Cornerstone Wealth Group, LLC
Position in BWIN — Baldwin Insurance Group, Inc.
CIK 1774879
HUNTERSVILLE, NC
Position in BWIN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$444,125
+$77,157 QoQ
Shares Held
16,709
-0.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#132
of 224 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Cornerstone Wealth Group, LLC holds $1,080,936 across 3 Insurance Brokers names. BWIN ranks #1 (41.1% of the industry book) .
All Filings in BWIN
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $444,125 | 16,709 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $366,968 | 16,726 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $401,757 | 16,719 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $471,107 | 16,700 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $714,969 | 16,701 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $746,903 | 16,713 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $647,679 | 16,710 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $831,660 | 16,700 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $592,349 | 16,700 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $488,738 | 16,888 | Shares | Sole | 2024-04-17 | |
| No filing history on record for this holder in this stock. | ||||||