HighTower Advisors’s Baldwin Insurance Group BWIN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.56M	Sell	36,536 -5,073	-12%	-$217K	﹤0.01%	1706
2025 Q1	$1.86M	Buy	+41,609	New	+$1.86M	﹤0.01%	1562
2024 Q4	–	Sell	-4,007	Closed	-$202K	–	3679
2024 Q3	$202K	Buy	+4,007	New	+$202K	﹤0.01%	3110