SEI Investments’s Baldwin Insurance Group BWIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Buy |
276,309
+35,057
| +15% | +$1.5M | 0.01% | 914 |
|
|
2025
Q1 | $10.8M | Sell |
241,252
-90,705
| -27% | -$4.05M | 0.01% | 941 |
|
|
2024
Q4 | $12.9M | Sell |
331,957
-173,557
| -34% | -$6.73M | 0.02% | 879 |
|
|
2024
Q3 | $25.2M | Sell |
505,514
-27,835
| -5% | -$1.39M | 0.03% | 565 |
|
|
2024
Q2 | $18.9M | Sell |
533,349
-33,510
| -6% | -$1.19M | 0.03% | 619 |
|
|
2024
Q1 | $16.4M | Buy |
566,859
+36,182
| +7% | +$1.05M | 0.02% | 695 |
|
|
2023
Q4 | $12.7M | Buy |
530,677
+88,767
| +20% | +$2.13M | 0.02% | 769 |
|
|
2023
Q3 | $10.3M | Buy |
441,910
+10,161
| +2% | +$236K | 0.02% | 847 |
|
|
2023
Q2 | $10.7M | Buy |
431,749
+26,542
| +7% | +$658K | 0.02% | 837 |
|
|
2023
Q1 | $10.3M | Buy |
405,207
+59,595
| +17% | +$1.52M | 0.02% | 822 |
|
|
2022
Q4 | $8.69M | Buy |
345,612
+28,080
| +9% | +$706K | 0.02% | 791 |
|
|
2022
Q3 | $8.37M | Sell |
317,532
-12,587
| -4% | -$332K | 0.02% | 846 |
|
|
2022
Q2 | $7.97M | Buy |
330,119
+62,792
| +23% | +$1.52M | 0.02% | 871 |
|
|
2022
Q1 | $7.17M | Buy |
267,327
+63,285
| +31% | +$1.7M | 0.01% | 931 |
|
|
2021
Q4 | $7.37M | Sell |
204,042
-31,288
| -13% | -$1.13M | 0.01% | 944 |
|
|
2021
Q3 | $7.84M | Buy |
235,330
+24,439
| +12% | +$814K | 0.02% | 869 |
|
|
2021
Q2 | $5.62M | Sell |
210,891
-6,731
| -3% | -$179K | 0.01% | 1017 |
|
|
2021
Q1 | $5.93M | Buy |
217,622
+7,619
| +4% | +$208K | 0.01% | 938 |
|
|
2020
Q4 | $6.29M | Sell |
210,003
-25,020
| -11% | -$750K | 0.02% | 865 |
|
|
2020
Q3 | $5.85M | Buy |
235,023
+50,721
| +28% | +$1.26M | 0.02% | 797 |
|
|
2020
Q2 | $3.18M | Buy |
184,302
+159,025
| +629% | +$2.75M | 0.01% | 1062 |
|
|
2020
Q1 | $267K | Buy |
+25,277
| New | +$267K | ﹤0.01% | 1991 |
|