Form 13-F position report Filing season in progress

THE BALDWIN INSURANCE GRP IN

Reported by Pathway Financial Advisors LLC

Company profile Manager portfolio Source filing
BRP CUSIP 05589G102 Manager CIK 0001738828
Latest reported change

Reported 76,394 shares, unchanged from the prior quarter.

Reported value 11.9%; share count 0.0% vs. the prior quarter.

Unchanged
% of reported 13F value 0.27% This manager · Q3 2026
Shares 76,394 Quarter-end amount reported
Reported value $2,428,565 Fair value at quarter end
Consecutive quarters held 20 Through Q3 2026

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Unchanged 76,394 0 (0.0%) 0.27% $2,428,565 2026-10-07
Q2 2026 Reduced 76,394 -52,324 (-40.7%) 0.25% $2,170,354 2026-07-06
Q1 2026 Unchanged 128,718 0 (0.0%) 0.36% $2,876,847 2026-04-08
Q4 2025 Unchanged 128,718 0 (0.0%) 0.4% $3,208,940 2026-01-14
Q3 2025 Reduced 128,718 -12,035 (-8.6%) 0.48% $3,631,135 2025-10-10
Q2 2025 Unchanged 140,753 0 (0.0%) 0.88% $6,025,636 2025-07-25
Q1 2025 Added 140,753 +25,464 (22.1%) 1.13% $6,290,252 2025-04-16
Q4 2024 Unchanged 115,289 0 (0.0%) 1.03% $4,468,602 2025-01-31
Q3 2024 Reduced 115,289 -12,034 (-9.5%) 1.47% $5,741,392 2024-10-08
Q2 2024 Reduced 127,323 -14,064 (-9.9%) 1.22% $4,516,147 2024-07-24
Q1 2024 Added 141,387 +50,929 (56.3%) 1.11% $4,091,740 2024-04-10
Q4 2023 Unchanged 90,458 0 (0.0%) 0.63% $2,172,801 2024-02-01
Q3 2023 Unchanged 90,458 0 (0.0%) 0.72% $2,101,339 2023-10-30
Q2 2023 Unchanged 90,458 0 (0.0%) 0.73% $2,241,549 2023-07-19
Q1 2023 Added 90,458 +34,529 (61.7%) 0.78% $2,303,061 2023-04-28
Q4 2022 Unchanged 55,929 0 (0.0%) 0.43% $1,406,055 2023-01-23
Q3 2022 Unchanged 55,929 0 (0.0%) 0.51% $1,474,000 2022-11-07
Q2 2022 Added 55,929 +5,000 (9.8%) 0.56% $1,351,000 2022-07-21
Q1 2022 Unchanged 50,929 0 (0.0%) 0.51% $1,366,000 2022-04-25
Q4 2021 New 50,929 +50,929 (0.0%) 0.55% $1,554,000 2022-02-02
Institutional context

Who else reported the position

80 managers reported THE BALDWIN INSURANCE GRP IN for Q3 2026 so far.

Manager Activity Shares Change % of reported 13F Reported value Tenure
DIMENSIONAL FUND ADVISORS LP Added 1,416,140 +69,972 < 0.01% $45,019,020 21 qtrs
Tributary Capital Management LLC Reduced 342,996 -14,738 1.0% $10,903,843 18 qtrs
EQUITABLE TRUST CO Unchanged 282,998 0 0.38% $8,996,506 3 qtrs
FENIMORE ASSET MANAGEMENT INC Reduced 269,627 -525,807 0.19% $8,571,442 7 qtrs
SMITH CHAS P & ASSOCIATES PA CPAS Unchanged 150,183 0 0.24% $4,792,348 11 qtrs
HB Wealth Management LLC Added 103,486 +260 0.02% $3,289,820 19 qtrs
Summit Creek Advisors LLC Added 86,844 +20,357 1.1% $2,760,771 7 qtrs
WEALTH ENHANCEMENT ADVISORY SERVICES LLC Reduced 83,983 -10,065 < 0.01% $2,674,859 10 qtrs
Creative Planning Added 80,897 +40,399 < 0.01% $2,571,716 10 qtrs
Pathway Financial Advisors LLC This report Unchanged 76,394 0 0.27% $2,428,565 20 qtrs
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Filing details and methodology As reported
Report period
September 30, 2026
Filed
October 07, 2026
Filing type
13F-HR
Position type
COM CL A

Voting authority reported

Sole
0
Shared
0
None
76,394

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.