UBS AM’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 | $4.3M | Buy |
196,171
+5,611
| +3% | +$121K | ﹤0.01% | 1640 |
|
|
2025
Q4 | $4.58M | Buy |
190,560
+4,255
| +2% | +$108K | ﹤0.01% | 1505 |
|
|
2025
Q3 | $5.26M | Sell |
186,305
-98,363
| -35% | -$3.42M | ﹤0.01% | 1349 |
|
|
2025
Q2 | $12.2M | Buy |
284,668
+95,025
| +50% | +$3.86M | ﹤0.01% | 1263 |
|
|
2025
Q1 | $8.48M | Buy |
189,643
+11,768
| +7% | +$479K | ﹤0.01% | 1303 |
|
|
2024
Q4 | $6.89M | Buy |
177,875
+32,688
| +23% | +$1.52M | ﹤0.01% | 1444 |
|
|
2024
Q3 | $7.23M | Buy |
145,187
+7,040
| +5% | +$306K | ﹤0.01% | 1379 |
|
|
2024
Q2 | $4.9M | Buy |
138,147
+70,582
| +104% | +$2.18M | ﹤0.01% | 1502 |
|
|
2024
Q1 | $1.96M | Hold |
67,565
| – | – | ﹤0.01% | 1701 |
|
|
2023
Q4 | $1.62M | Buy |
67,565
+2,615
| +4% | +$55.6K | ﹤0.01% | 1786 |
|
|
2023
Q3 | $1.51M | Buy |
64,950
+4,100
| +7% | +$103K | ﹤0.01% | 1755 |
|
|
2023
Q2 | $1.55M | Hold |
60,850
| – | – | ﹤0.01% | 1791 |
|
|
2023
Q1 | $1.55M | Buy |
60,850
+1,831
| +3% | +$50.9K | ﹤0.01% | 1791 |
|
|
2022
Q4 | $1.48M | Hold |
59,019
| – | – | ﹤0.01% | 1670 |
|
|
2022
Q3 | $1.56M | Buy |
59,019
+8,377
| +17% | +$239K | ﹤0.01% | 1726 |
|
|
2022
Q2 | $1.22M | Hold |
50,642
| – | – | ﹤0.01% | 1852 |
|
|
2022
Q1 | $1.36M | Buy |
50,642
+779
| +2% | +$22.4K | ﹤0.01% | 1985 |
|
|
2021
Q4 | $1.8M | Buy |
49,863
+8,891
| +22% | +$329K | ﹤0.01% | 1918 |
|
|
2021
Q3 | $1.36M | Hold |
40,972
| – | – | ﹤0.01% | 2010 |
|
|
2021
Q2 | $1.09M | Buy |
40,972
+7,572
| +23% | +$205K | ﹤0.01% | 2157 |
|
|
2021
Q1 | $910K | Buy |
33,400
+13,500
| +68% | +$367K | ﹤0.01% | 2138 |
|
|
2020
Q4 | $596K | Buy |
+19,900
| New | +$576K | ﹤0.01% | 2234 |
|
Other funds holding BWIN
VPM
VCM
WHG
