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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.26M | Sell |
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|
2025
Q2 | $12.2M | Buy |
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|
2025
Q1 | $8.48M | Buy |
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|
2024
Q4 | $6.89M | Buy |
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|
2024
Q3 | $7.23M | Buy |
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|
2024
Q2 | $4.9M | Buy |
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|
2024
Q1 | $1.96M | Hold |
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|
2023
Q4 | $1.62M | Buy |
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|
2023
Q3 | $1.51M | Buy |
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|
2023
Q2 | $1.55M | Hold |
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|
2023
Q1 | $1.55M | Buy |
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|
2022
Q4 | $1.48M | Hold |
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|
2022
Q3 | $1.56M | Buy |
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|
2022
Q2 | $1.22M | Hold |
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|
2022
Q1 | $1.36M | Buy |
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|
2021
Q4 | $1.8M | Buy |
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|
2021
Q3 | $1.36M | Hold |
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|
2021
Q2 | $1.09M | Buy |
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|
2021
Q1 | $910K | Buy |
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|
2020
Q4 | $596K | Buy |
|