HFO
BWIN

Heritage Family Offices’s Baldwin Insurance Group BWIN Stock Holding History

Heritage Family Offices’s Portfolio BWIN Stock Details BWIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$246K Hold
5,446
– – 0.12% 152
2025
Q1 		$243K Buy
+5,446
New +$243K 0.12% 150
2024
Q4 		– Sell
-4,850
Closed -$242K – 194
2024
Q3 		$242K Buy
+4,850
New +$242K 0.12% 154