SW
BWIN

SVB Wealth’s Baldwin Insurance Group BWIN Stock Holding History

SVB Wealth’s Portfolio BWIN Stock Details BWIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-23
Closed -$1.03K – 1685
2025
Q1 		$1.03K Buy
+23
New +$1.03K ﹤0.01% 1349