SEI Investments’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
$11.4M Buy
2025
Q2
$11.8M Buy
2025
Q1
$10.8M Sell
2024
Q4
$12.9M Sell
2024
Q3
$25.2M Sell
2024
Q2
$18.9M Sell
2024
Q1
$16.4M Buy
2023
Q4
$12.7M Buy
2023
Q3
$10.3M Buy
2023
Q2
$10.7M Buy
2023
Q1
$10.3M Buy
2022
Q4
$8.69M Buy
2022
Q3
$8.37M Sell
2022
Q2
$7.97M Buy
2022
Q1
$7.17M Buy
2021
Q4
$7.37M Sell
2021
Q3
$7.84M Buy
2021
Q2
$5.62M Sell
2021
Q1
$5.93M Buy
2020
Q4
$6.29M Sell
2020
Q3
$5.85M Buy
2020
Q2
$3.18M Buy
2020
Q1
$267K Buy