Ameriprise’s Baldwin Insurance Group BWIN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$263K	Buy	11,990 +3,100	+35%	+$67K	﹤0.01%	3799
2025 Q4	$214K	Sell	8,890 -493,672	-98%	-$12.6M	﹤0.01%	3905
2025 Q3	$14.2M	Buy	+502,562	New	+$17.4M	﹤0.01%	1641
2025 Q2	–	Sell	-9,807	Closed	-$438K	–	4155
2025 Q1	$438K	Buy	9,807 +51	+0.5%	+$2.08K	﹤0.01%	3539
2024 Q4	$378K	Buy	+9,756	New	+$455K	﹤0.01%	3630
2024 Q2	–	Sell	-8,376	Closed	-$242K	–	3951
2024 Q1	$242K	Buy	+8,376	New	+$220K	﹤0.01%	3641
2021 Q2	–	Sell	-77,397	Closed	-$2.11M	–	3975
2021 Q1	$2.11M	Buy	77,397 +9,912	+15%	+$270K	﹤0.01%	2836
2020 Q4	$2.02M	Sell	67,485 -14,418	-18%	-$417K	﹤0.01%	2795
2020 Q3	$2.04M	Sell	81,903 -18,369	-18%	-$398K	﹤0.01%	2657
2020 Q2	$1.73M	Buy	100,272 +28,193	+39%	+$340K	﹤0.01%	2682
2020 Q1	$760K	Buy	72,079 +8,112	+13%	+$123K	﹤0.01%	2950
2019 Q4	$1.03M	Buy	+63,967	New	+$1.02M	﹤0.01%	3042