SDWMA
BWIN

Schneider Downs Wealth Management Advisors’s Baldwin Insurance Group BWIN Stock Holding History

Schneider Downs Wealth Management Advisors’s Portfolio BWIN Stock Details BWIN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$351K Hold
8,200
– – 0.05% 111
2025
Q1 		$366K Hold
8,200
– – 0.07% 103
2024
Q4 		$318K Hold
8,200
– – 0.06% 108
2024
Q3 		$408K Buy
+8,200
New +$408K 0.08% 96