Dimensional Fund Advisors’s Baldwin Insurance Group BWIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.9M | Sell |
1,096,679
-12,387
| -1% | -$530K | 0.01% | 1537 |
|
|
2025
Q1 | $49.6M | Sell |
1,109,066
-18,134
| -2% | -$810K | 0.01% | 1479 |
|
|
2024
Q4 | $43.7M | Buy |
1,127,200
+19,049
| +2% | +$738K | 0.01% | 1586 |
|
|
2024
Q3 | $55.2M | Buy |
1,108,151
+25,908
| +2% | +$1.29M | 0.01% | 1449 |
|
|
2024
Q2 | $38.4M | Buy |
1,082,243
+72,563
| +7% | +$2.57M | 0.01% | 1622 |
|
|
2024
Q1 | $29.2M | Buy |
1,009,680
+20,850
| +2% | +$603K | 0.01% | 1792 |
|
|
2023
Q4 | $23.8M | Buy |
988,830
+162,347
| +20% | +$3.9M | 0.01% | 1899 |
|
|
2023
Q3 | $19.2M | Buy |
826,483
+163,030
| +25% | +$3.79M | 0.01% | 1945 |
|
|
2023
Q2 | $16.4M | Buy |
663,453
+132,839
| +25% | +$3.29M | 0.01% | 2032 |
|
|
2023
Q1 | $13.5M | Buy |
530,614
+187,286
| +55% | +$4.77M | ﹤0.01% | 2095 |
|
|
2022
Q4 | $8.63K | Buy |
343,328
+3,926
| +1% | +$99 | ﹤0.01% | 2264 |
|
|
2022
Q3 | $8.94M | Buy |
339,402
+114,083
| +51% | +$3.01M | ﹤0.01% | 2200 |
|
|
2022
Q2 | $5.44M | Buy |
225,319
+203,021
| +910% | +$4.9M | ﹤0.01% | 2424 |
|
|
2022
Q1 | $598K | Sell |
22,298
-70,706
| -76% | -$1.9M | ﹤0.01% | 3107 |
|
|
2021
Q4 | $3.36M | Buy |
93,004
+57,175
| +160% | +$2.06M | ﹤0.01% | 2697 |
|
|
2021
Q3 | $1.19M | Buy |
+35,829
| New | +$1.19M | ﹤0.01% | 3006 |
|