Otter Creek Advisors’s Baldwin Insurance Group BWIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.55M | Buy |
106,231
+61,758
| +139% | +$2.64M | 3.22% | 7 |
|
|
2025
Q1 | $1.99M | Sell |
44,473
-83,280
| -65% | -$3.72M | 1.19% | 32 |
|
|
2024
Q4 | $4.95M | Sell |
127,753
-10,522
| -8% | -$408K | 3.41% | 11 |
|
|
2024
Q3 | $6.89M | Sell |
138,275
-48,340
| -26% | -$2.41M | 4.37% | 5 |
|
|
2024
Q2 | $6.62M | Buy |
186,615
+36,358
| +24% | +$1.29M | 4.3% | 4 |
|
|
2024
Q1 | $4.35M | Buy |
150,257
+7,737
| +5% | +$224K | 2.58% | 14 |
|
|
2023
Q4 | $3.43M | Buy |
142,520
+16,903
| +13% | +$406K | 2.03% | 8 |
|
|
2023
Q3 | $2.92M | Sell |
125,617
-64,000
| -34% | -$1.49M | 2.24% | 15 |
|
|
2023
Q2 | $4.7M | Buy |
189,617
+107,890
| +132% | +$2.67M | 2.75% | 10 |
|
|
2023
Q1 | $2.08M | Sell |
81,727
-33,516
| -29% | -$853K | 1.49% | 23 |
|
|
2022
Q4 | $2.9M | Sell |
115,243
-31,039
| -21% | -$780K | 1.89% | 23 |
|
|
2022
Q3 | $3.85M | Sell |
146,282
-76,004
| -34% | -$2M | 3.14% | 10 |
|
|
2022
Q2 | $5.37M | Buy |
222,286
+74,634
| +51% | +$1.8M | 3.59% | 2 |
|
|
2022
Q1 | $3.96M | Buy |
147,652
+12,410
| +9% | +$333K | 1.6% | 18 |
|
|
2021
Q4 | $4.88M | Sell |
135,242
-95,136
| -41% | -$3.44M | 3.16% | 2 |
|
|
2021
Q3 | $7.67M | Buy |
230,378
+60,630
| +36% | +$2.02M | 4.07% | 1 |
|
|
2021
Q2 | $4.52M | Buy |
+169,748
| New | +$4.52M | 1.98% | 12 |
|