JSAM
BWIN

J. Safra Asset Management’s Baldwin Insurance Group BWIN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$12.6K Sell
296
-133
-31% -$5.68K ﹤0.01% 235
2025
Q1
$19.2K Buy
429
+113
+36% +$5.05K ﹤0.01% 196
2024
Q4
$12.1K Buy
+316
New +$12.1K ﹤0.01% 288