BGAI
BWIN

Bruce G. Allen Investments’s Baldwin Insurance Group BWIN Stock Holding History

Bruce G. Allen Investments’s Portfolio BWIN Stock Details BWIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-18
Closed -$804 – 1150
2025
Q1 		$804 Buy
18
+2
+13% +$89 ﹤0.01% 847
2024
Q4 		$620 Buy
16
+3
+23% +$116 ﹤0.01% 917
2024
Q3 		$647 Buy
+13
New +$647 ﹤0.01% 905