MAI 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	$4.86M	Buy	221,457 +42,591	+24%	+$921K	0.03%	415
2025 Q4	$4.3M	Buy	178,866 +34	+0%	+$866	0.02%	431
2025 Q3	$5.04M	Buy	178,832 +3,250	+2%	+$113K	0.03%	366
2025 Q2	$7.52M	Hold	175,582	–	–	0.05%	279
2025 Q1	$7.85M	Sell	175,582 -4,079	-2%	-$166K	0.06%	261
2024 Q4	$6.96M	Buy	179,661 +51,971	+41%	+$2.42M	0.05%	282
2024 Q3	$6.36M	Sell	127,690 -10,500	-8%	-$457K	0.06%	224
2024 Q2	$4.9M	Hold	138,190	–	–	0.05%	262
2024 Q1	$4M	Buy	138,190 +84,380	+157%	+$2.22M	0.04%	283
2023 Q4	$1.29M	Buy	53,810 +5,397	+11%	+$115K	0.02%	410
2023 Q3	$1.12M	Sell	48,413 -200	-0.4%	-$5K	0.02%	409
2023 Q2	$1.2M	Hold	48,613	–	–	0.02%	397
2023 Q1	$1.24M	Buy	48,613 +3,628	+8%	+$101K	0.02%	383
2022 Q4	$1.13M	Hold	44,985	–	–	0.02%	381
2022 Q3	$1.19M	Buy	44,985 +1,000	+2%	+$28.5K	0.02%	342
2022 Q2	$1.06M	Buy	43,985 +200	+0.5%	+$4.86K	0.02%	362
2022 Q1	$1.18M	Hold	43,785	–	–	0.02%	362
2021 Q4	$1.58M	Sell	43,785 -1,761	-4%	-$65.1K	0.03%	327
2021 Q3	$1.52M	Hold	45,546	–	–	0.03%	288
2021 Q2	$1.21M	Hold	45,546	–	–	0.02%	324
2021 Q1	$1.24M	Buy	45,546 +1,800	+4%	+$48.9K	0.03%	301
2020 Q4	$1.31M	Sell	43,746 -470	-1%	-$13.6K	0.03%	273
2020 Q3	$1.1M	Buy	44,216 +940	+2%	+$20.3K	0.03%	266
2020 Q2	$747K	Buy	43,276 +2,042	+5%	+$24.6K	0.02%	338
2020 Q1	$435K	Buy	41,234 +5,392	+15%	+$82K	0.02%	385
2019 Q4	$575K	Buy	+35,842	New	+$572K	0.02%	379