Tower Research Capital (TRC)’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 | $212K | Buy |
9,654
+1,698
| +21% | +$36.7K | 0.01% | 1573 |
|
|
2025
Q4 | $191K | Buy |
7,956
+4,804
| +152% | +$122K | ﹤0.01% | 1465 |
|
|
2025
Q3 | $88.9K | Sell |
3,152
-6,458
| -67% | -$224K | ﹤0.01% | 2094 |
|
|
2025
Q2 | $411K | Buy |
9,610
+7,111
| +285% | +$289K | 0.01% | 1150 |
|
|
2025
Q1 | $112K | Buy |
2,499
+300
| +14% | +$12.2K | ﹤0.01% | 1712 |
|
|
2024
Q4 | $85.2K | Buy |
2,199
+1,623
| +282% | +$75.7K | ﹤0.01% | 2240 |
|
|
2024
Q3 | $28.7K | Sell |
576
-8,666
| -94% | -$377K | ﹤0.01% | 3030 |
|
|
2024
Q2 | $328K | Buy |
9,242
+9,186
| +16,404% | +$284K | 0.01% | 1684 |
|
|
2024
Q1 | $1.62K | Sell |
56
-15,729
| -100% | -$413K | ﹤0.01% | 5227 |
|
|
2023
Q4 | $379K | Buy |
15,785
+13,777
| +686% | +$293K | ﹤0.01% | 1598 |
|
|
2023
Q3 | $46.6K | Sell |
2,008
-746
| -27% | -$18.7K | ﹤0.01% | 2607 |
|
|
2023
Q2 | $68.2K | Buy |
2,754
+1,258
| +84% | +$29.8K | ﹤0.01% | 2323 |
|
|
2023
Q1 | $38K | Sell |
1,496
-634
| -30% | -$17.6K | ﹤0.01% | 2766 |
|
|
2022
Q4 | $53K | Sell |
2,130
-5,818
| -73% | -$160K | ﹤0.01% | 2309 |
|
|
2022
Q3 | $209K | Buy |
7,948
+5,651
| +246% | +$161K | ﹤0.01% | 1892 |
|
|
2022
Q2 | $55K | Sell |
2,297
-2,179
| -49% | -$53K | ﹤0.01% | 2801 |
|
|
2022
Q1 | $120K | Buy |
4,476
+1,484
| +50% | +$42.8K | ﹤0.01% | 2076 |
|
|
2021
Q4 | $108K | Sell |
2,992
-6,138
| -67% | -$227K | ﹤0.01% | 2180 |
|
|
2021
Q3 | $304K | Buy |
9,130
+1,706
| +23% | +$53.4K | 0.01% | 1396 |
|
|
2021
Q2 | $198K | Buy |
7,424
+2,208
| +42% | +$59.9K | 0.01% | 1934 |
|
|
2021
Q1 | $142K | Buy |
5,216
+1,248
| +31% | +$33.9K | ﹤0.01% | 2300 |
|
|
2020
Q4 | $119K | Sell |
3,968
-20,849
| -84% | -$603K | ﹤0.01% | 2183 |
|
|
2020
Q3 | $618K | Buy |
24,817
+21,222
| +590% | +$459K | 0.01% | 1454 |
|
|
2020
Q2 | $62K | Buy |
+3,595
| New | +$43.4K | ﹤0.01% | 2882 |
|
Other funds holding BWIN
VPM
VCM
WHG
