Kennedy Capital Management’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 | $12.8M | Sell |
299,553
-15,656
| -5% | -$670K | 0.31% | 100 |
|
|
2025
Q1 | $14.1M | Sell |
315,209
-37,412
| -11% | -$1.67M | 0.34% | 81 |
|
|
2024
Q4 | $13.7M | Sell |
352,621
-74,653
| -17% | -$2.89M | 0.3% | 81 |
|
|
2024
Q3 | $21.3M | Sell |
427,274
-101,462
| -19% | -$5.05M | 0.47% | 26 |
|
|
2024
Q2 | $18.8M | Sell |
528,736
-26,436
| -5% | -$938K | 0.4% | 51 |
|
|
2024
Q1 | $16.1M | Sell |
555,172
-58,480
| -10% | -$1.69M | 0.33% | 76 |
|
|
2023
Q4 | $14.7M | Buy |
613,652
+182,244
| +42% | +$4.38M | 0.32% | 78 |
|
|
2023
Q3 | $10M | Buy |
431,408
+6,052
| +1% | +$141K | 0.24% | 134 |
|
|
2023
Q2 | $10.5M | Buy |
425,356
+155,299
| +58% | +$3.85M | 0.25% | 127 |
|
|
2023
Q1 | $6.88M | Buy |
270,057
+864
| +0.3% | +$22K | 0.2% | 178 |
|
|
2022
Q4 | $6.77M | Sell |
269,193
-52,468
| -16% | -$1.32M | 0.19% | 183 |
|
|
2022
Q3 | $8.48M | Sell |
321,661
-3,881
| -1% | -$102K | 0.25% | 126 |
|
|
2022
Q2 | $7.86M | Sell |
325,542
-1,639
| -0.5% | -$39.6K | 0.22% | 153 |
|
|
2022
Q1 | $8.78M | Buy |
327,181
+3,926
| +1% | +$105K | 0.21% | 170 |
|
|
2021
Q4 | $11.7M | Sell |
323,255
-16,935
| -5% | -$612K | 0.25% | 133 |
|
|
2021
Q3 | $11.3M | Buy |
340,190
+3,785
| +1% | +$126K | 0.25% | 118 |
|
|
2021
Q2 | $8.97M | Buy |
336,405
+22,026
| +7% | +$587K | 0.19% | 195 |
|
|
2021
Q1 | $8.57M | Buy |
314,379
+218,022
| +226% | +$5.94M | 0.17% | 214 |
|
|
2020
Q4 | $2.89M | Sell |
96,357
-1,040
| -1% | -$31.2K | 0.07% | 454 |
|
|
2020
Q3 | $2.43M | Sell |
97,397
-73,560
| -43% | -$1.83M | 0.07% | 462 |
|
|
2020
Q2 | $2.95M | Sell |
170,957
-15,599
| -8% | -$269K | 0.09% | 427 |
|
|
2020
Q1 | $1.97M | Sell |
186,556
-69,381
| -27% | -$732K | 0.07% | 463 |
|
|
2019
Q4 | $4.11M | Buy |
+255,937
| New | +$4.11M | 0.1% | 388 |
|