Rothschild Investment LLC’s Baldwin Insurance Group BWIN Stock Holding History

Rothschild Investment LLC’s Portfolio BWIN Stock Details BWIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.55K	Sell
2025 Q2	$5.99K	Buy
2025 Q1	$5.36K	Buy
2024 Q4	$2.13K	Sell
2024 Q3	$2.99K	Buy
2024 Q2	$887	Buy
2024 Q1	$145	Buy