LPL Financial’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 | $1.06M | Sell |
48,396
-18,052
| -27% | -$390K | ﹤0.01% | 4122 |
|
|
2025
Q4 | $1.6M | Sell |
66,448
-2,566
| -4% | -$65.3K | ﹤0.01% | 3602 |
|
|
2025
Q3 | $1.95M | Sell |
69,014
-9,894
| -13% | -$344K | ﹤0.01% | 3342 |
|
|
2025
Q2 | $3.38M | Buy |
78,908
+5,279
| +7% | +$214K | ﹤0.01% | 2628 |
|
|
2025
Q1 | $3.1M | Buy |
73,629
+6,583
| +10% | +$268K | ﹤0.01% | 2548 |
|
|
2024
Q4 | $2.73M | Buy |
67,046
+11,488
| +21% | +$536K | ﹤0.01% | 2586 |
|
|
2024
Q3 | $2.77M | Buy |
55,558
+6,732
| +14% | +$293K | ﹤0.01% | 2433 |
|
|
2024
Q2 | $1.73M | Buy |
48,826
+37,811
| +343% | +$1.17M | ﹤0.01% | 2735 |
|
|
2024
Q1 | $319K | Buy |
+11,015
| New | +$289K | ﹤0.01% | 4147 |
|
|
2023
Q1 | – | Sell |
-22,162
| Closed | -$557K | – | 4602 |
|
|
2022
Q4 | $557K | Sell |
22,162
-1,476
| -6% | -$40.7K | ﹤0.01% | 3156 |
|
|
2022
Q3 | $623K | Sell |
23,638
-326
| -1% | -$9.29K | ﹤0.01% | 2945 |
|
|
2022
Q2 | $579K | Buy |
23,964
+5,835
| +32% | +$142K | ﹤0.01% | 3080 |
|
|
2022
Q1 | $486K | Sell |
18,129
-967
| -5% | -$27.9K | ﹤0.01% | 3228 |
|
|
2021
Q4 | $690K | Buy |
19,096
+889
| +5% | +$32.9K | ﹤0.01% | 2992 |
|
|
2021
Q3 | $606K | Buy |
18,207
+422
| +2% | +$13.2K | ﹤0.01% | 3045 |
|
|
2021
Q2 | $474K | Sell |
17,785
-1,423
| -7% | -$38.6K | ﹤0.01% | 3208 |
|
|
2021
Q1 | $523K | Sell |
19,208
-44
| -0.2% | -$1.2K | ﹤0.01% | 2985 |
|
|
2020
Q4 | $577K | Sell |
19,252
-562
| -3% | -$16.3K | ﹤0.01% | 2627 |
|
|
2020
Q3 | $494K | Buy |
19,814
+342
| +2% | +$7.4K | ﹤0.01% | 2474 |
|
|
2020
Q2 | $336K | Buy |
+19,472
| New | +$235K | ﹤0.01% | 2750 |
|
Other funds holding BWIN
VPM
VCM
WHG
