Principal Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $214K | Sell |
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|
2025
Q1 | $2.79M | Buy |
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|
2024
Q4 | $2.32M | Sell |
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|
2024
Q3 | $3.65M | Buy |
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|
2024
Q2 | $1.85M | Buy |
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|
2024
Q1 | $1.3M | Buy |
|
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $226K | Sell |
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|
2022
Q2 | $219K | Sell |
|
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|
2022
Q1 | $3.36M | Buy |
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|
2021
Q4 | $4.5M | Buy |
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|
2021
Q3 | $1.38M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $247K | Sell |
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|
2020
Q4 | $322K | Buy |
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