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AB
BWIN
Amalgamated Bank’s
Baldwin Insurance Group
BWIN
Stock Holding History
Amalgamated Bank’s Portfolio
BWIN Stock Details
BWIN Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
–
Sell
-2,243
Closed
-$54K
–
2863
2025
Q4
$54K
Sell
2,243
-65
-3%
-$1.66K
﹤0.01%
1820
2025
Q3
$65K
Hold
2,308
–
–
﹤0.01%
1772
2025
Q2
$99K
Hold
2,308
–
–
﹤0.01%
1694
2025
Q1
$103K
Buy
2,308
+228
+11%
+$9.29K
﹤0.01%
1673
2024
Q4
$81K
Hold
2,080
–
–
﹤0.01%
1743
2024
Q3
$104K
Hold
2,080
–
–
﹤0.01%
1708
2024
Q2
$74K
Hold
2,080
–
–
﹤0.01%
1779
2024
Q1
$60K
Sell
2,080
-6,712
-76%
-$176K
﹤0.01%
1826
2023
Q4
$211K
Sell
8,792
-285
-3%
-$6.06K
﹤0.01%
1781
2023
Q3
$211K
Hold
9,077
–
–
﹤0.01%
1768
2023
Q2
$225K
Buy
9,077
+460
+5%
+$10.9K
﹤0.01%
1782
2023
Q1
$219K
Sell
8,617
-1,494
-15%
-$41.5K
﹤0.01%
1768
2022
Q4
$254K
Buy
10,111
+464
+5%
+$12.8K
﹤0.01%
1764
2022
Q3
$254K
Buy
9,647
+410
+4%
+$11.7K
﹤0.01%
1763
2022
Q2
$223K
Buy
9,237
+1,505
+19%
+$36.6K
﹤0.01%
1830
2022
Q1
$207K
Sell
7,732
-579
-7%
-$16.7K
﹤0.01%
1926
2021
Q4
$300K
Sell
8,311
-15
-0.2%
-$554
﹤0.01%
1817
2021
Q3
$277K
Sell
8,326
-391
-4%
-$12.2K
﹤0.01%
1871
2021
Q2
$232K
Buy
+8,717
New
+$236K
﹤0.01%
1982
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1-Year Est. Return
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$1.91T AUM
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$4.04T AUM
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$33.1B AUM
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1-Year Est. Return
WHG
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$13.7B AUM
21.48%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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