Citigroup’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 | $374K | Buy |
17,061
+13,163
| +338% | +$285K | ﹤0.01% | 3706 |
|
|
2025
Q4 | $93.7K | Sell |
3,898
-8,761
| -69% | -$223K | ﹤0.01% | 4350 |
|
|
2025
Q3 | $357K | Sell |
12,659
-19,492
| -61% | -$677K | ﹤0.01% | 3736 |
|
|
2025
Q2 | $1.38M | Sell |
32,151
-20,897
| -39% | -$848K | ﹤0.01% | 2971 |
|
|
2025
Q1 | $2.37M | Sell |
53,048
-3,684
| -6% | -$150K | ﹤0.01% | 2553 |
|
|
2024
Q4 | $2.2M | Buy |
56,732
+9,220
| +19% | +$430K | ﹤0.01% | 2736 |
|
|
2024
Q3 | $2.37M | Buy |
47,512
+33,184
| +232% | +$1.44M | ﹤0.01% | 2517 |
|
|
2024
Q2 | $508K | Buy |
14,328
+4,377
| +44% | +$135K | ﹤0.01% | 3382 |
|
|
2024
Q1 | $288K | Buy |
9,951
+1,402
| +16% | +$36.8K | ﹤0.01% | 3851 |
|
|
2023
Q4 | $205K | Buy |
8,549
+8,405
| +5,837% | +$179K | ﹤0.01% | 3906 |
|
|
2023
Q3 | $3.35K | Sell |
144
-19,031
| -99% | -$476K | ﹤0.01% | 4830 |
|
|
2023
Q2 | $475K | Buy |
19,175
+17,632
| +1,143% | +$417K | ﹤0.01% | 3413 |
|
|
2023
Q1 | $39.3K | Sell |
1,543
-2,126
| -58% | -$59K | ﹤0.01% | 4323 |
|
|
2022
Q4 | $92.2K | Buy |
3,669
+1,231
| +50% | +$33.9K | ﹤0.01% | 4057 |
|
|
2022
Q3 | $64K | Sell |
2,438
-2,699
| -53% | -$76.9K | ﹤0.01% | 4290 |
|
|
2022
Q2 | $124K | Buy |
5,137
+1,552
| +43% | +$37.7K | ﹤0.01% | 4105 |
|
|
2022
Q1 | $97K | Sell |
3,585
-10,966
| -75% | -$316K | ﹤0.01% | 4432 |
|
|
2021
Q4 | $525K | Buy |
14,551
+8,038
| +123% | +$297K | ﹤0.01% | 3753 |
|
|
2021
Q3 | $217K | Buy |
6,513
+3,476
| +114% | +$109K | ﹤0.01% | 4076 |
|
|
2021
Q2 | $81K | Sell |
3,037
-280
| -8% | -$7.59K | ﹤0.01% | 4600 |
|
|
2021
Q1 | $90K | Sell |
3,317
-6,142
| -65% | -$167K | ﹤0.01% | 4418 |
|
|
2020
Q4 | $283K | Buy |
9,459
+8,578
| +974% | +$248K | ﹤0.01% | 4717 |
|
|
2020
Q3 | $22K | Sell |
881
-1,933
| -69% | -$41.8K | ﹤0.01% | 6139 |
|
|
2020
Q2 | $48K | Sell |
2,814
-2,096
| -43% | -$25.3K | ﹤0.01% | 6042 |
|
|
2020
Q1 | $52K | Buy |
4,910
+1,891
| +63% | +$28.8K | ﹤0.01% | 5957 |
|
|
2019
Q4 | $48K | Buy |
+3,019
| New | +$48.2K | ﹤0.01% | 6343 |
|
Other funds holding BWIN
VPM
VCM
WHG
