BAMCO Inc’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 | $59.5M | Sell |
2,710,068
-300,360
| -10% | -$6.5M | 0.18% | 93 |
|
|
2025
Q4 | $72.3M | Buy |
3,010,428
+225
| +0% | +$5.73K | 0.2% | 90 |
|
|
2025
Q3 | $84.9M | Buy |
3,010,203
+203
| +0% | +$7.05K | 0.23% | 85 |
|
|
2025
Q2 | $129M | Hold |
3,010,000
| – | – | 0.35% | 59 |
|
|
2025
Q1 | $135M | Hold |
3,010,000
| – | – | 0.4% | 50 |
|
|
2024
Q4 | $117M | Hold |
3,010,000
| – | – | 0.3% | 64 |
|
|
2024
Q3 | $150M | Sell |
3,010,000
-250,000
| -8% | -$10.9M | 0.4% | 49 |
|
|
2024
Q2 | $116M | Buy |
3,260,000
+66
| +0% | +$2.04K | 0.33% | 56 |
|
|
2024
Q1 | $94.3M | Sell |
3,259,934
-66
| -0% | -$1.73K | 0.25% | 77 |
|
|
2023
Q4 | $78.3M | Buy |
3,260,000
+150,000
| +5% | +$3.19M | 0.21% | 94 |
|
|
2023
Q3 | $72.2M | Sell |
3,110,000
-2,000
| -0.1% | -$50K | 0.21% | 84 |
|
|
2023
Q2 | $77.1M | Sell |
3,112,000
-549,625
| -15% | -$13M | 0.21% | 87 |
|
|
2023
Q1 | $93.2M | Sell |
3,661,625
-116,001
| -3% | -$3.22M | 0.28% | 68 |
|
|
2022
Q4 | $95M | Sell |
3,777,626
-103,596
| -3% | -$2.85M | 0.32% | 60 |
|
|
2022
Q3 | $102M | Buy |
3,881,222
+500
| +0% | +$14.2K | 0.33% | 59 |
|
|
2022
Q2 | $93.7M | Buy |
3,880,722
+100,000
| +3% | +$2.43M | 0.3% | 66 |
|
|
2022
Q1 | $101M | Sell |
3,780,722
-53,355
| -1% | -$1.54M | 0.25% | 73 |
|
|
2021
Q4 | $138M | Sell |
3,834,077
-54,036
| -1% | -$2M | 0.29% | 68 |
|
|
2021
Q3 | $129M | Buy |
3,888,113
+120,106
| +3% | +$3.76M | 0.29% | 75 |
|
|
2021
Q2 | $100M | Hold |
3,768,007
| – | – | 0.23% | 95 |
|
|
2021
Q1 | $103M | Buy |
3,768,007
+177,728
| +5% | +$4.83M | 0.25% | 86 |
|
|
2020
Q4 | $108M | Buy |
3,590,279
+465,272
| +15% | +$13.5M | 0.27% | 82 |
|
|
2020
Q3 | $77.8M | Hold |
3,125,007
| – | – | 0.24% | 88 |
|
|
2020
Q2 | $54M | Sell |
3,125,007
-131,363
| -4% | -$1.59M | 0.2% | 109 |
|
|
2020
Q1 | $34.4M | Buy |
3,256,370
+667,240
| +26% | +$10.1M | 0.17% | 108 |
|
|
2019
Q4 | $41.6M | Buy |
+2,589,130
| New | +$41.3M | 0.16% | 118 |
|
Other funds holding BWIN
VPM
VCM
WHG
NAMI