ClearBridge Investments’s Baldwin Insurance Group BWIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-478,752
Closed -$12M 753
2022
Q4
$12M Sell
478,752
-2,725
-0.6% -$68.5K 0.01% 502
2022
Q3
$12.7M Sell
481,477
-2,827
-0.6% -$74.5K 0.01% 487
2022
Q2
$11.7M Buy
484,304
+28,612
+6% +$691K 0.01% 519
2022
Q1
$12.2M Buy
455,692
+4,435
+1% +$119K 0.01% 545
2021
Q4
$16.3M Sell
451,257
-82,630
-15% -$2.98M 0.01% 516
2021
Q3
$17.8M Sell
533,887
-47,573
-8% -$1.58M 0.01% 510
2021
Q2
$15.5M Sell
581,460
-6,037
-1% -$161K 0.01% 556
2021
Q1
$16M Sell
587,497
-26,653
-4% -$726K 0.01% 523
2020
Q4
$18.4M Sell
614,150
-54,308
-8% -$1.63M 0.01% 484
2020
Q3
$16.7M Sell
668,458
-71,543
-10% -$1.78M 0.01% 456
2020
Q2
$12.8M Buy
+740,001
New +$12.8M 0.01% 480