Kennedy Capital 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 | $14.1M | Sell |
642,716
-176,979
| -22% | -$3.83M | 0.3% | 114 |
|
|
2025
Q4 | $19.7M | Buy |
819,695
+221,457
| +37% | +$5.64M | 0.42% | 63 |
|
|
2025
Q3 | $16.9M | Buy |
598,238
+298,685
| +100% | +$10.4M | 0.37% | 73 |
|
|
2025
Q2 | $12.8M | Sell |
299,553
-15,656
| -5% | -$635K | 0.31% | 100 |
|
|
2025
Q1 | $14.1M | Sell |
315,209
-37,412
| -11% | -$1.52M | 0.34% | 81 |
|
|
2024
Q4 | $13.7M | Sell |
352,621
-74,653
| -17% | -$3.48M | 0.3% | 81 |
|
|
2024
Q3 | $21.3M | Sell |
427,274
-101,462
| -19% | -$4.41M | 0.47% | 26 |
|
|
2024
Q2 | $18.8M | Sell |
528,736
-26,436
| -5% | -$818K | 0.4% | 51 |
|
|
2024
Q1 | $16.1M | Sell |
555,172
-58,480
| -10% | -$1.54M | 0.33% | 76 |
|
|
2023
Q4 | $14.7M | Buy |
613,652
+182,244
| +42% | +$3.87M | 0.32% | 78 |
|
|
2023
Q3 | $10M | Buy |
431,408
+6,052
| +1% | +$151K | 0.24% | 134 |
|
|
2023
Q2 | $10.5M | Buy |
425,356
+155,299
| +58% | +$3.68M | 0.25% | 127 |
|
|
2023
Q1 | $6.88M | Buy |
270,057
+864
| +0.3% | +$24K | 0.2% | 178 |
|
|
2022
Q4 | $6.77M | Sell |
269,193
-52,468
| -16% | -$1.45M | 0.19% | 183 |
|
|
2022
Q3 | $8.48M | Sell |
321,661
-3,881
| -1% | -$111K | 0.25% | 126 |
|
|
2022
Q2 | $7.86M | Sell |
325,542
-1,639
| -0.5% | -$39.8K | 0.22% | 153 |
|
|
2022
Q1 | $8.78M | Buy |
327,181
+3,926
| +1% | +$113K | 0.21% | 170 |
|
|
2021
Q4 | $11.7M | Sell |
323,255
-16,935
| -5% | -$626K | 0.25% | 133 |
|
|
2021
Q3 | $11.3M | Buy |
340,190
+3,785
| +1% | +$119K | 0.25% | 118 |
|
|
2021
Q2 | $8.96M | Buy |
336,405
+22,026
| +7% | +$597K | 0.19% | 195 |
|
|
2021
Q1 | $8.57M | Buy |
314,379
+218,022
| +226% | +$5.93M | 0.17% | 214 |
|
|
2020
Q4 | $2.89M | Sell |
96,357
-1,040
| -1% | -$30.1K | 0.07% | 454 |
|
|
2020
Q3 | $2.43M | Sell |
97,397
-73,560
| -43% | -$1.59M | 0.07% | 462 |
|
|
2020
Q2 | $2.95M | Sell |
170,957
-15,599
| -8% | -$188K | 0.09% | 427 |
|
|
2020
Q1 | $1.97M | Sell |
186,556
-69,381
| -27% | -$1.06M | 0.07% | 463 |
|
|
2019
Q4 | $4.11M | Buy |
+255,937
| New | +$4.08M | 0.1% | 388 |
|
Other funds holding BWIN
VPM
VCM
WHG
