AT
BWIN

Arlington Trust’s Baldwin Insurance Group BWIN Stock Holding History

Arlington Trust’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
Q4 		– Sell
-31
Closed -$875 – 644
2025
Q3 		$875 Hold
31
– – ﹤0.01% 574
2025
Q2 		$1.33K Buy
+31
New +$1.26K ﹤0.01% 580
2024
Q1 		– Sell
-53
Closed -$1.27K – 913
2023
Q4 		$1.27K Buy
+53
New +$1.13K ﹤0.01% 773

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BlackRock
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CIP
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Capital International Investors
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Capital Research Global Investors
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BAMCO Inc
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Bank of New York Mellon
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WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return