Fidelity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349M | Sell |
8,153,709
-482,866
| -6% | -$20.7M | 0.02% | 621 |
|
|
2025
Q1 | $386M | Buy |
8,636,575
+237,830
| +3% | +$10.6M | 0.02% | 549 |
|
|
2024
Q4 | $326M | Sell |
8,398,745
-1,518,565
| -15% | -$58.9M | 0.02% | 629 |
|
|
2024
Q3 | $494M | Sell |
9,917,310
-1,886
| -0% | -$93.9K | 0.03% | 475 |
|
|
2024
Q2 | $352M | Buy |
9,919,196
+208,488
| +2% | +$7.4M | 0.02% | 585 |
|
|
2024
Q1 | $281M | Buy |
9,710,708
+102,109
| +1% | +$2.96M | 0.02% | 652 |
|
|
2023
Q4 | $231M | Buy |
9,608,599
+933,659
| +11% | +$22.4M | 0.02% | 693 |
|
|
2023
Q3 | $202M | Buy |
8,674,940
+2,938,558
| +51% | +$68.3M | 0.02% | 697 |
|
|
2023
Q2 | $142M | Buy |
5,736,382
+514,442
| +10% | +$12.7M | 0.01% | 859 |
|
|
2023
Q1 | $133M | Buy |
5,221,940
+124,832
| +2% | +$3.18M | 0.01% | 885 |
|
|
2022
Q4 | $128M | Sell |
5,097,108
-297,564
| -6% | -$7.48M | 0.01% | 872 |
|
|
2022
Q3 | $142M | Buy |
5,394,672
+91,360
| +2% | +$2.41M | 0.01% | 814 |
|
|
2022
Q2 | $128M | Buy |
5,303,312
+28,834
| +0.5% | +$696K | 0.01% | 870 |
|
|
2022
Q1 | $142M | Buy |
5,274,478
+156,269
| +3% | +$4.19M | 0.01% | 925 |
|
|
2021
Q4 | $185M | Buy |
5,118,209
+83,587
| +2% | +$3.02M | 0.01% | 833 |
|
|
2021
Q3 | $168M | Buy |
5,034,622
+1,011,966
| +25% | +$33.7M | 0.01% | 874 |
|
|
2021
Q2 | $107M | Sell |
4,022,656
-99,149
| -2% | -$2.64M | 0.01% | 1094 |
|
|
2021
Q1 | $112M | Buy |
4,121,805
+166,624
| +4% | +$4.54M | 0.01% | 1017 |
|
|
2020
Q4 | $119M | Buy |
3,955,181
+903,848
| +30% | +$27.1M | 0.01% | 954 |
|
|
2020
Q3 | $76M | Buy |
3,051,333
+442,614
| +17% | +$11M | 0.01% | 1047 |
|
|
2020
Q2 | $45.1M | Buy |
+2,608,719
| New | +$45.1M | 0.01% | 1215 |
|
|
2020
Q1 | – | Sell |
-282,649
| Closed | -$4.54M | – | 4330 |
|
|
2019
Q4 | $4.54M | Buy |
+282,649
| New | +$4.54M | ﹤0.01% | 2072 |
|