Charles Schwab’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	$14.9M	Buy	678,224 +78,798	+13%	+$1.7M	﹤0.01%	1908
2025 Q4	$14.4M	Buy	599,426 +2,613	+0.4%	+$66.5K	﹤0.01%	1945
2025 Q3	$16.8M	Buy	596,813 +9,909	+2%	+$344K	﹤0.01%	1845
2025 Q2	$25.1M	Buy	586,904 +37,436	+7%	+$1.52M	﹤0.01%	1546
2025 Q1	$24.6M	Sell	549,468 -8,409	-2%	-$342K	﹤0.01%	1521
2024 Q4	$21.6M	Buy	557,877 +10,902	+2%	+$508K	﹤0.01%	1661
2024 Q3	$27.2M	Buy	546,975 +11,523	+2%	+$501K	0.01%	1526
2024 Q2	$19M	Buy	535,452 +35,877	+7%	+$1.11M	﹤0.01%	1709
2024 Q1	$14.5M	Buy	499,575 +6,763	+1%	+$178K	﹤0.01%	1796
2023 Q4	$11.8M	Buy	492,812 +8,753	+2%	+$186K	﹤0.01%	1895
2023 Q3	$11.2M	Buy	484,059 +19,272	+4%	+$482K	﹤0.01%	1854
2023 Q2	$11.5M	Buy	464,787 +9,484	+2%	+$225K	﹤0.01%	1847
2023 Q1	$11.6M	Buy	455,303 +2,574	+0.6%	+$71.5K	﹤0.01%	1799
2022 Q4	$11.4M	Buy	452,729 +15,998	+4%	+$441K	﹤0.01%	1790
2022 Q3	$11.5M	Buy	436,731 +36,492	+9%	+$1.04M	﹤0.01%	1757
2022 Q2	$9.67M	Buy	400,239 +23,942	+6%	+$582K	﹤0.01%	1849
2022 Q1	$10.1M	Buy	376,297 +11,918	+3%	+$343K	﹤0.01%	1951
2021 Q4	$13.2M	Buy	364,379 +16,781	+5%	+$620K	﹤0.01%	1857
2021 Q3	$11.6M	Buy	347,598 +26,512	+8%	+$830K	﹤0.01%	1919
2021 Q2	$8.56M	Buy	321,086 +27,495	+9%	+$746K	﹤0.01%	2080
2021 Q1	$8M	Buy	293,591 +11,907	+4%	+$324K	﹤0.01%	2071
2020 Q4	$8.44M	Buy	281,684 +58,610	+26%	+$1.7M	﹤0.01%	1956
2020 Q3	$5.56M	Buy	223,074 +50,506	+29%	+$1.09M	﹤0.01%	2012
2020 Q2	$2.98M	Buy	172,568 +58,085	+51%	+$701K	﹤0.01%	2275
2020 Q1	$1.21M	Buy	114,483 +7,276	+7%	+$111K	﹤0.01%	2445
2019 Q4	$1.72M	Buy	+107,207	New	+$1.71M	﹤0.01%	2460