TPI
BWIN

Trust Point Inc’s Baldwin Insurance Group BWIN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-9,981
Closed -$387K 571
2024
Q4
$387K Sell
9,981
-9,798
-50% -$380K 0.03% 354
2024
Q3
$985K Buy
19,779
+31
+0.2% +$1.54K 0.07% 167
2024
Q2
$700K Buy
19,748
+315
+2% +$11.2K 0.06% 205
2024
Q1
$562K Buy
19,433
+6,726
+53% +$195K 0.04% 265
2023
Q4
$305K Buy
+12,707
New +$305K 0.03% 391