CTC
BWIN

Cetera Trust Company’s Baldwin Insurance Group BWIN Stock Holding History

Cetera Trust Company’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 		$258K Buy
6,025
+555
+10% +$23.8K 0.15% 134
2025
Q1 		$244K Hold
5,470
– – 0.16% 135
2024
Q4 		$212K Buy
5,470
+25
+0.5% +$969 0.14% 159
2024
Q3 		$271K Hold
5,445
– – 0.17% 122
2024
Q2 		$193K Buy
+5,445
New +$193K 0.12% 161