Annis Gardner Whiting Capital Advisors’s Baldwin Insurance Group BWIN Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio BWIN Stock Details BWIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$423K	Buy
2025 Q2	$327K	Buy
2025 Q1	–	Sell
2024 Q4	$271K	Hold
2024 Q3	$349K	Sell
2024 Q2	$9.08M	Sell
2024 Q1	$8.95M	Sell
2023 Q4	$7.83M	Buy
2023 Q3	$5.13M	Buy