SG Americas Securities’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 | $338K | Sell |
15,388
-264,382
| -94% | -$5.72M | ﹤0.01% | 2396 |
|
|
2025
Q4 | $6.72M | Buy |
+279,770
| New | +$7.12M | 0.01% | 957 |
|
|
2025
Q1 | – | Sell |
-10,195
| Closed | -$395K | – | 3824 |
|
|
2024
Q4 | $395K | Sell |
10,195
-8,046
| -44% | -$375K | ﹤0.01% | 1551 |
|
|
2024
Q3 | $908K | Buy |
+18,241
| New | +$793K | ﹤0.01% | 1153 |
|
|
2024
Q2 | – | Sell |
-3,592
| Closed | -$104K | – | 3385 |
|
|
2024
Q1 | $104K | Sell |
3,592
-1,053
| -23% | -$27.7K | ﹤0.01% | 2543 |
|
|
2023
Q4 | $112K | Sell |
4,645
-7,136
| -61% | -$152K | ﹤0.01% | 2685 |
|
|
2023
Q3 | $274K | Buy |
+11,781
| New | +$295K | ﹤0.01% | 2127 |
|
|
2023
Q2 | – | Sell |
-21,811
| Closed | -$555K | – | 3300 |
|
|
2023
Q1 | $555K | Buy |
+21,811
| New | +$606K | 0.01% | 1634 |
|
|
2022
Q4 | – | Sell |
-10,952
| Closed | -$289K | – | 3443 |
|
|
2022
Q3 | $289K | Buy |
+10,952
| New | +$312K | ﹤0.01% | 2021 |
|
|
2022
Q1 | – | Sell |
-4,437
| Closed | -$160K | – | 3531 |
|
|
2021
Q4 | $160K | Sell |
4,437
-13,000
| -75% | -$480K | ﹤0.01% | 2784 |
|
|
2021
Q3 | $580K | Buy |
+17,437
| New | +$546K | ﹤0.01% | 2363 |
|
|
2021
Q2 | – | Sell |
-7,158
| Closed | -$195K | – | 3298 |
|
|
2021
Q1 | $195K | Buy |
7,158
+3,162
| +79% | +$86K | ﹤0.01% | 2692 |
|
|
2020
Q4 | $120K | Sell |
3,996
-436
| -10% | -$12.6K | ﹤0.01% | 2941 |
|
|
2020
Q3 | $110K | Sell |
4,432
-6,373
| -59% | -$138K | ﹤0.01% | 2430 |
|
|
2020
Q2 | $187K | Buy |
+10,805
| New | +$130K | ﹤0.01% | 2914 |
|
Other funds holding BWIN
VPM
VCM
WHG
