First Trust Advisors’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 Q4	–	Sell	-57,752	Closed	-$1.63M	–	2733
2025 Q3	$1.63M	Sell	57,752 -38,231	-40%	-$1.33M	﹤0.01%	1927
2025 Q2	$4.11M	Buy	95,983 +32,629	+52%	+$1.32M	﹤0.01%	1458
2025 Q1	$2.83M	Sell	63,354 -59,373	-48%	-$2.42M	﹤0.01%	1620
2024 Q4	$4.76M	Sell	122,727 -15,008	-11%	-$700K	﹤0.01%	1387
2024 Q3	$6.86M	Buy	137,735 +3,572	+3%	+$155K	0.01%	1188
2024 Q2	$4.76M	Buy	134,163 +78,690	+142%	+$2.43M	﹤0.01%	1283
2024 Q1	$1.61M	Sell	55,473 -27,742	-33%	-$729K	﹤0.01%	1825
2023 Q4	$2M	Buy	83,215 +12,547	+18%	+$267K	﹤0.01%	1720
2023 Q3	$1.64M	Sell	70,668 -3,220	-4%	-$80.6K	﹤0.01%	1764
2023 Q2	$1.83M	Sell	73,888 -630	-0.8%	-$14.9K	﹤0.01%	1749
2023 Q1	$1.9M	Sell	74,518 -40,343	-35%	-$1.12M	﹤0.01%	1704
2022 Q4	$2.89M	Buy	114,861 +7,641	+7%	+$211K	﹤0.01%	1519
2022 Q3	$2.83M	Buy	107,220 +59,801	+126%	+$1.7M	﹤0.01%	1503
2022 Q2	$1.15M	Buy	+47,419	New	+$1.15M	﹤0.01%	1932
2022 Q1	–	Sell	-81,971	Closed	-$2.96M	–	2598
2021 Q4	$2.96M	Buy	+81,971	New	+$3.03M	﹤0.01%	1625