Loomis, Sayles & Company
BWIN

Loomis, Sayles & Company’s Baldwin Insurance Group BWIN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$46.7M Sell
1,091,493
-26,446
-2% -$1.13M 0.06% 108
2025
Q1
$50M Sell
1,117,939
-23,605
-2% -$1.05M 0.07% 102
2024
Q4
$44.2M Sell
1,141,544
-136,633
-11% -$5.3M 0.06% 133
2024
Q3
$63.7M Sell
1,278,177
-295,573
-19% -$14.7M 0.08% 98
2024
Q2
$55.8M Buy
1,573,750
+88,807
+6% +$3.15M 0.08% 99
2024
Q1
$43M Sell
1,484,943
-47,199
-3% -$1.37M 0.06% 148
2023
Q4
$36.8M Sell
1,532,142
-48,496
-3% -$1.16M 0.06% 165
2023
Q3
$36.7M Sell
1,580,638
-49,333
-3% -$1.15M 0.06% 150
2023
Q2
$40.4M Sell
1,629,971
-15,068
-0.9% -$373K 0.07% 140
2023
Q1
$41.9M Buy
1,645,039
+172,987
+12% +$4.4M 0.07% 133
2022
Q4
$37M Buy
1,472,052
+106,582
+8% +$2.68M 0.07% 143
2022
Q3
$36M Buy
1,365,470
+273,703
+25% +$7.21M 0.07% 136
2022
Q2
$26.4M Sell
1,091,767
-5,546
-0.5% -$134K 0.05% 191
2022
Q1
$29.4M Sell
1,097,313
-20,932
-2% -$562K 0.04% 234
2021
Q4
$40.4M Sell
1,118,245
-18,390
-2% -$664K 0.05% 199
2021
Q3
$37.8M Buy
+1,136,635
New +$37.8M 0.05% 211