Fidelity Investments’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	$306M	Buy	13,954,062 +3,157,711	+29%	+$68.3M	0.02%	683
2025 Q4	$259M	Buy	10,796,351 +41,107	+0.4%	+$1.05M	0.01%	757
2025 Q3	$303M	Buy	10,755,244 +2,601,535	+32%	+$90.3M	0.02%	686
2025 Q2	$349M	Sell	8,153,709 -482,866	-6%	-$19.6M	0.02%	621
2025 Q1	$386M	Buy	8,636,575 +237,830	+3%	+$9.69M	0.02%	549
2024 Q4	$326M	Sell	8,398,745 -1,518,565	-15%	-$70.8M	0.02%	629
2024 Q3	$494M	Sell	9,917,310 -1,886	-0%	-$82K	0.03%	475
2024 Q2	$352M	Buy	9,919,196 +208,488	+2%	+$6.45M	0.02%	585
2024 Q1	$281M	Buy	9,710,708 +102,109	+1%	+$2.68M	0.02%	652
2023 Q4	$231M	Buy	9,608,599 +933,659	+11%	+$19.8M	0.02%	693
2023 Q3	$202M	Buy	8,674,940 +2,938,558	+51%	+$73.5M	0.02%	697
2023 Q2	$142M	Buy	5,736,382 +514,442	+10%	+$12.2M	0.01%	859
2023 Q1	$133M	Buy	5,221,940 +124,832	+2%	+$3.47M	0.01%	885
2022 Q4	$128M	Sell	5,097,108 -297,564	-6%	-$8.2M	0.01%	872
2022 Q3	$142M	Buy	5,394,672 +91,360	+2%	+$2.6M	0.01%	814
2022 Q2	$128M	Buy	5,303,312 +28,834	+0.5%	+$701K	0.01%	870
2022 Q1	$142M	Buy	5,274,478 +156,269	+3%	+$4.5M	0.01%	925
2021 Q4	$185M	Buy	5,118,209 +83,587	+2%	+$3.09M	0.01%	833
2021 Q3	$168M	Buy	5,034,622 +1,011,966	+25%	+$31.7M	0.01%	874
2021 Q2	$107M	Sell	4,022,656 -99,149	-2%	-$2.69M	0.01%	1094
2021 Q1	$112M	Buy	4,121,805 +166,624	+4%	+$4.53M	0.01%	1017
2020 Q4	$119M	Buy	3,955,181 +903,848	+30%	+$26.1M	0.01%	954
2020 Q3	$76M	Buy	3,051,333 +442,614	+17%	+$9.58M	0.01%	1047
2020 Q2	$45.1M	Buy	+2,608,719	New	+$31.5M	0.01%	1215
2020 Q1	–	Sell	-282,649	Closed	-$4.54M	–	4335
2019 Q4	$4.54M	Buy	+282,649	New	+$4.51M	﹤0.01%	2072