Confluence Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.5M | Sell |
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|
2025
Q2 | $17.7M | Sell |
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|
2025
Q1 | $18.9M | Sell |
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|
2024
Q4 | $16.7M | Sell |
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|
2024
Q3 | $21.8M | Buy |
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|
2024
Q2 | $12.3M | Buy |
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|
2024
Q1 | $3.59M | Sell |
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|
2023
Q4 | $3.33M | Sell |
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|
2023
Q3 | $3.41M | Sell |
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|
2023
Q2 | $9.93M | Sell |
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|
2023
Q1 | $11M | Sell |
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|
2022
Q4 | $11M | Sell |
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|
2022
Q3 | $13.4M | Sell |
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|
2022
Q2 | $13.5M | Sell |
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|
2022
Q1 | $15.9M | Sell |
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|
2021
Q4 | $22.1M | Sell |
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|
2021
Q3 | $24.9M | Sell |
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|
2021
Q2 | $21.1M | Sell |
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|
2021
Q1 | $22M | Sell |
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|
2020
Q4 | $24.4M | Buy |
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|
2020
Q3 | $7.25M | Sell |
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|
2020
Q2 | $6.72M | Buy |
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|
2020
Q1 | $2.52M | Buy |
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