Osaic Holdings’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 | $16.3K | Sell |
741
-32
| -4% | -$692 | ﹤0.01% | 5992 |
|
|
2025
Q4 | $18.6K | Sell |
773
-1,207
| -61% | -$30.7K | ﹤0.01% | 5929 |
|
|
2025
Q3 | $55.9K | Sell |
1,980
-441
| -18% | -$15.3K | ﹤0.01% | 5235 |
|
|
2025
Q2 | $104K | Buy |
2,421
+65
| +3% | +$2.64K | ﹤0.01% | 4477 |
|
|
2025
Q1 | $105K | Buy |
2,356
+1,724
| +273% | +$70.2K | ﹤0.01% | 4129 |
|
|
2024
Q4 | $24.5K | Sell |
632
-13,510
| -96% | -$630K | ﹤0.01% | 5204 |
|
|
2024
Q3 | $704K | Buy |
14,142
+13,860
| +4,915% | +$603K | ﹤0.01% | 2561 |
|
|
2024
Q2 | $10K | Sell |
282
-43
| -13% | -$1.33K | ﹤0.01% | 5791 |
|
|
2024
Q1 | $9.41K | Sell |
325
-4,256
| -93% | -$112K | ﹤0.01% | 5773 |
|
|
2023
Q4 | $110K | Sell |
4,581
-1,214
| -21% | -$25.8K | ﹤0.01% | 4373 |
|
|
2023
Q3 | $135K | Buy |
5,795
+2,078
| +56% | +$52K | ﹤0.01% | 4282 |
|
|
2023
Q2 | $92.1K | Sell |
3,717
-280
| -7% | -$6.63K | ﹤0.01% | 4506 |
|
|
2023
Q1 | $102K | Sell |
3,997
-264
| -6% | -$7.33K | ﹤0.01% | 4439 |
|
|
2022
Q4 | $108K | Sell |
4,261
-3,326
| -44% | -$91.6K | ﹤0.01% | 4371 |
|
|
2022
Q3 | $200K | Sell |
7,587
-153
| -2% | -$4.36K | ﹤0.01% | 3751 |
|
|
2022
Q2 | $187K | Buy |
7,740
+4,051
| +110% | +$98.5K | ﹤0.01% | 3863 |
|
|
2022
Q1 | $98K | Buy |
3,689
+53
| +1% | +$1.53K | ﹤0.01% | 4613 |
|
|
2021
Q4 | $131K | Buy |
3,636
+105
| +3% | +$3.88K | ﹤0.01% | 4340 |
|
|
2021
Q3 | $118K | Buy |
3,531
+42
| +1% | +$1.31K | ﹤0.01% | 4385 |
|
|
2021
Q2 | $93K | Sell |
3,489
-86
| -2% | -$2.33K | ﹤0.01% | 4543 |
|
|
2021
Q1 | $98K | Sell |
3,575
-775
| -18% | -$21.1K | ﹤0.01% | 4365 |
|
|
2020
Q4 | $130K | Sell |
4,350
-100
| -2% | -$2.89K | ﹤0.01% | 3855 |
|
|
2020
Q3 | $111K | Buy |
4,450
+3,811
| +596% | +$82.5K | ﹤0.01% | 3736 |
|
|
2020
Q2 | $11K | Buy |
639
+398
| +165% | +$4.8K | ﹤0.01% | 5150 |
|
|
2020
Q1 | $3K | Buy |
+241
| New | +$3.67K | ﹤0.01% | 5592 |
|
Other funds holding BWIN
VPM
VCM
WHG
