Nicholas Company’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	$4.04M	Sell	184,180 -930	-0.5%	-$20.1K	0.08%	183
2025 Q4	$4.45M	Buy	185,110 +170	+0.1%	+$4.33K	0.08%	189
2025 Q3	$5.22M	Sell	184,940 -85	-0%	-$2.95K	0.09%	186
2025 Q2	$7.92M	Hold	185,025	–	–	0.13%	142
2025 Q1	$8.27M	Buy	185,025 +85	+0%	+$3.46K	0.14%	141
2024 Q4	$7.17M	Sell	184,940 -120	-0.1%	-$5.6K	0.12%	161
2024 Q3	$9.22M	Sell	185,060 -38,870	-17%	-$1.69M	0.15%	136
2024 Q2	$7.94M	Sell	223,930 -135	-0.1%	-$4.18K	0.13%	145
2024 Q1	$6.48M	Hold	224,065	–	–	0.11%	179
2023 Q4	$5.38M	Hold	224,065	–	–	0.1%	189
2023 Q3	$5.21M	Hold	224,065	–	–	0.1%	182
2023 Q2	$5.55M	Hold	224,065	–	–	0.11%	185
2023 Q1	$5.7M	Buy	224,065 +50	+0%	+$1.39K	0.12%	181
2022 Q4	$5.63M	Buy	224,015 +57,275	+34%	+$1.58M	0.12%	173
2022 Q3	$4.39M	Buy	166,740 +92,150	+124%	+$2.62M	0.1%	196
2022 Q2	$1.8M	Buy	+74,590	New	+$1.81M	0.04%	217