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
2026 Q1	$10M	Buy	456,174 +111,640	+32%	+$2.41M	0.01%	1147
2025 Q4	$8.28M	Sell	344,534 -58,964	-15%	-$1.5M	0.01%	1147
2025 Q3	$11.4M	Buy	403,498 +127,189	+46%	+$4.42M	0.01%	973
2025 Q2	$11.8M	Buy	276,309 +35,057	+15%	+$1.42M	0.01%	914
2025 Q1	$10.8M	Sell	241,252 -90,705	-27%	-$3.69M	0.01%	941
2024 Q4	$12.9M	Sell	331,957 -173,557	-34%	-$8.09M	0.02%	879
2024 Q3	$25.2M	Sell	505,514 -27,835	-5%	-$1.21M	0.03%	565
2024 Q2	$18.9M	Sell	533,349 -33,510	-6%	-$1.04M	0.03%	619
2024 Q1	$16.4M	Buy	566,859 +36,182	+7%	+$951K	0.02%	695
2023 Q4	$12.7M	Buy	530,677 +88,767	+20%	+$1.89M	0.02%	769
2023 Q3	$10.3M	Buy	441,910 +10,161	+2%	+$254K	0.02%	847
2023 Q2	$10.7M	Buy	431,749 +26,542	+7%	+$628K	0.02%	837
2023 Q1	$10.3M	Buy	405,207 +59,595	+17%	+$1.66M	0.02%	822
2022 Q4	$8.69M	Buy	345,612 +28,080	+9%	+$774K	0.02%	791
2022 Q3	$8.37M	Sell	317,532 -12,587	-4%	-$358K	0.02%	846
2022 Q2	$7.97M	Buy	330,119 +62,792	+23%	+$1.53M	0.02%	871
2022 Q1	$7.17M	Buy	267,327 +63,285	+31%	+$1.82M	0.01%	931
2021 Q4	$7.37M	Sell	204,042 -31,288	-13%	-$1.16M	0.01%	944
2021 Q3	$7.84M	Buy	235,330 +24,439	+12%	+$765K	0.02%	869
2021 Q2	$5.62M	Sell	210,891 -6,731	-3%	-$183K	0.01%	1017
2021 Q1	$5.93M	Buy	217,622 +7,619	+4%	+$207K	0.01%	939
2020 Q4	$6.29M	Sell	210,003 -25,020	-11%	-$724K	0.02%	866
2020 Q3	$5.85M	Buy	235,023 +50,721	+28%	+$1.1M	0.02%	797
2020 Q2	$3.18M	Buy	184,302 +159,025	+629%	+$1.92M	0.01%	1062
2020 Q1	$267K	Buy	+25,277	New	+$384K	﹤0.01%	1991