Aristotle Capital Boston’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 | $15M | Sell |
682,060
-56,100
| -8% | -$1.21M | 0.93% | 44 |
|
|
2025
Q4 | $17.7M | Buy |
738,160
+82,195
| +13% | +$2.09M | 0.97% | 40 |
|
|
2025
Q3 | $18.5M | Buy |
655,965
+228,940
| +54% | +$7.95M | 0.95% | 40 |
|
|
2025
Q2 | $18.3M | Buy |
427,025
+4,155
| +1% | +$169K | 0.93% | 37 |
|
|
2025
Q1 | $18.9M | Sell |
422,870
-98,386
| -19% | -$4.01M | 0.94% | 39 |
|
|
2024
Q4 | $20.2M | Sell |
521,256
-747,769
| -59% | -$34.9M | 0.75% | 55 |
|
|
2024
Q3 | $63.2M | Sell |
1,269,025
-165,918
| -12% | -$7.21M | 2.09% | 7 |
|
|
2024
Q2 | $50.9M | Sell |
1,434,943
-110,913
| -7% | -$3.43M | 1.71% | 10 |
|
|
2024
Q1 | $44.7M | Buy |
1,545,856
+26,166
| +2% | +$687K | 1.36% | 20 |
|
|
2023
Q4 | $36.5M | Buy |
1,519,690
+10,377
| +0.7% | +$221K | 1.12% | 31 |
|
|
2023
Q3 | $35.1M | Buy |
1,509,313
+56,926
| +4% | +$1.42M | 1.13% | 29 |
|
|
2023
Q2 | $36M | Buy |
1,452,387
+33,718
| +2% | +$798K | 1.08% | 33 |
|
|
2023
Q1 | $36.1M | Buy |
1,418,669
+66,886
| +5% | +$1.86M | 1.12% | 31 |
|
|
2022
Q4 | $34M | Sell |
1,351,783
-36,473
| -3% | -$1M | 1.07% | 29 |
|
|
2022
Q3 | $36.6M | Sell |
1,388,256
-127,032
| -8% | -$3.62M | 1.24% | 18 |
|
|
2022
Q2 | $36.6M | Buy |
1,515,288
+219,567
| +17% | +$5.34M | 1.09% | 27 |
|
|
2022
Q1 | $34.8M | Buy |
1,295,721
+277,233
| +27% | +$7.99M | 0.88% | 43 |
|
|
2021
Q4 | $36.8M | Sell |
1,018,488
-24,763
| -2% | -$915K | 0.86% | 44 |
|
|
2021
Q3 | $34.7M | Buy |
1,043,251
+56,454
| +6% | +$1.77M | 0.81% | 49 |
|
|
2021
Q2 | $26.3M | Buy |
986,797
+12,667
| +1% | +$344K | 0.6% | 76 |
|
|
2021
Q1 | $26.5M | Sell |
974,130
-28,084
| -3% | -$764K | 0.59% | 79 |
|
|
2020
Q4 | $30M | Sell |
1,002,214
-64,789
| -6% | -$1.87M | 0.71% | 55 |
|
|
2020
Q3 | $26.6M | Buy |
1,067,003
+213,331
| +25% | +$4.62M | 0.77% | 52 |
|
|
2020
Q2 | $14.7M | Buy |
+853,672
| New | +$10.3M | 0.45% | 89 |
|
Other funds holding BWIN
VPM
VCM
WHG
