BWIN
Franklin Resources’s Baldwin Insurance Group BWIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-34,006
| Closed | -$1.52M | – | 3136 |
|
|
2025
Q1 | $1.52M | Buy |
+34,006
| New | +$1.52M | ﹤0.01% | 1790 |
|
|
2023
Q4 | – | Sell |
-9,499
| Closed | -$221K | – | 2728 |
|
|
2023
Q3 | $221K | Sell |
9,499
-45,125
| -83% | -$1.05M | ﹤0.01% | 2278 |
|
|
2023
Q2 | $1.35M | Sell |
54,624
-266,477
| -83% | -$6.6M | ﹤0.01% | 1537 |
|
|
2023
Q1 | $8.18M | Sell |
321,101
-39,752
| -11% | -$1.01M | ﹤0.01% | 972 |
|
|
2022
Q4 | $9.07M | Sell |
360,853
-2,787
| -0.8% | -$70.1K | ﹤0.01% | 967 |
|
|
2022
Q3 | $9.58M | Buy |
363,640
+12
| +0% | +$316 | 0.01% | 943 |
|
|
2022
Q2 | $8.78M | Buy |
363,628
+90,802
| +33% | +$2.19M | ﹤0.01% | 982 |
|
|
2022
Q1 | $7.32M | Buy |
272,826
+42,746
| +19% | +$1.15M | ﹤0.01% | 1086 |
|
|
2021
Q4 | $8.31M | Buy |
230,080
+85
| +0% | +$3.07K | ﹤0.01% | 1106 |
|
|
2021
Q3 | $7.66M | Sell |
229,995
-13,852
| -6% | -$461K | ﹤0.01% | 1109 |
|
|
2021
Q2 | $6.5M | Buy |
243,847
+101,900
| +72% | +$2.72M | ﹤0.01% | 1078 |
|
|
2021
Q1 | $3.87M | Hold |
141,947
| – | – | ﹤0.01% | 1169 |
|
|
2020
Q4 | $4.26M | Sell |
141,947
-78,800
| -36% | -$2.36M | ﹤0.01% | 1126 |
|
|
2020
Q3 | $5.5M | Sell |
220,747
-79,253
| -26% | -$1.97M | ﹤0.01% | 1026 |
|
|
2020
Q2 | $5.26M | Buy |
+300,000
| New | +$5.26M | ﹤0.01% | 988 |
|