Rockefeller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $15.1M | Buy |
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|
2025
Q2 | $22.5M | Sell |
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|
2025
Q1 | $24.1M | Buy |
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|
2024
Q4 | $5.03M | Sell |
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|
2024
Q3 | $6.5M | Sell |
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|
2024
Q2 | $5.94M | Sell |
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|
2024
Q1 | $5.77M | Sell |
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|
2023
Q4 | $17.4M | Sell |
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|
2023
Q3 | $20.3M | Sell |
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|
2023
Q2 | $26.7M | Buy |
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|
2023
Q1 | $24.8M | Buy |
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|
2022
Q4 | $7.52M | Sell |
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|
2022
Q3 | $20.7M | Sell |
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|
2022
Q2 | $19.1M | Sell |
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|
2022
Q1 | $23.1M | Buy |
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|
2021
Q4 | $24.9M | Buy |
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|
2021
Q3 | $18.1M | Sell |
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|
2021
Q2 | $14.9M | Buy |
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|
2021
Q1 | $13.7M | Buy |
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|
2020
Q4 | $600K | Buy |
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|
2020
Q3 | $498K | Hold |
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|
2020
Q2 | $345K | Buy |
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|
2020
Q1 | $11K | Buy |
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