HB Wealth Management’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	$1.63M	Buy	74,451 +703	+1%	+$15.2K	0.01%	492
2025 Q4	$1.77M	Sell	73,748 -18,999	-20%	-$484K	0.01%	434
2025 Q3	$2.62M	Buy	92,747 +8,633	+10%	+$300K	0.02%	365
2025 Q2	$3.6M	Sell	84,114 -41	-0%	-$1.66K	0.03%	270
2025 Q1	$3.76M	Buy	84,155 +20,488	+32%	+$834K	0.03%	271
2024 Q4	$2.47M	Hold	63,667	–	–	0.03%	247
2024 Q3	$3.17M	Hold	63,667	–	–	0.03%	217
2024 Q2	$2.26M	Hold	63,667	–	–	0.03%	246
2024 Q1	$1.84M	Buy	63,667 +19,204	+43%	+$505K	0.02%	262
2023 Q4	$1.07M	Buy	44,463 +10	+0%	+$213	0.02%	308
2023 Q3	$1.03M	Hold	44,453	–	–	0.02%	292
2023 Q2	$1.1M	Buy	44,453 +25	+0.1%	+$592	0.02%	280
2023 Q1	$1.13M	Buy	44,428 +19,184	+76%	+$533K	0.02%	270
2022 Q4	$635K	Buy	25,244 +20	+0.1%	+$551	0.01%	349
2022 Q3	$665K	Hold	25,224	–	–	0.01%	308
2022 Q2	$609K	Buy	25,224 +5,000	+25%	+$122K	0.01%	313
2022 Q1	$543K	Buy	+20,224	New	+$583K	0.01%	338