UBS Group’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 | $27.8M | Buy |
1,266,825
+580,507
| +85% | +$12.6M | ﹤0.01% | 2243 |
|
|
2025
Q4 | $16.5M | Buy |
686,318
+205,997
| +43% | +$5.25M | ﹤0.01% | 2769 |
|
|
2025
Q3 | $13.5M | Buy |
480,321
+159,309
| +50% | +$5.53M | ﹤0.01% | 2971 |
|
|
2025
Q2 | $13.7M | Sell |
321,012
-36,212
| -10% | -$1.47M | ﹤0.01% | 2778 |
|
|
2025
Q1 | $16M | Buy |
357,224
+90,581
| +34% | +$3.69M | ﹤0.01% | 2570 |
|
|
2024
Q4 | $10.3M | Buy |
266,643
+117,094
| +78% | +$5.46M | ﹤0.01% | 3005 |
|
|
2024
Q3 | $7.45M | Buy |
149,549
+11,788
| +9% | +$513K | ﹤0.01% | 2661 |
|
|
2024
Q2 | $4.89M | Buy |
137,761
+5,692
| +4% | +$176K | ﹤0.01% | 2896 |
|
|
2024
Q1 | $3.82M | Buy |
132,069
+124,904
| +1,743% | +$3.28M | ﹤0.01% | 3258 |
|
|
2023
Q4 | $172K | Sell |
7,165
-1,935
| -21% | -$41.1K | ﹤0.01% | 5866 |
|
|
2023
Q3 | $211K | Sell |
9,100
-179
| -2% | -$4.48K | ﹤0.01% | 5329 |
|
|
2023
Q2 | $230K | Sell |
9,279
-2,183
| -19% | -$51.7K | ﹤0.01% | 5387 |
|
|
2023
Q1 | $292K | Buy |
11,462
+268
| +2% | +$7.44K | ﹤0.01% | 5101 |
|
|
2022
Q4 | $281K | Buy |
11,194
+5,113
| +84% | +$141K | ﹤0.01% | 5179 |
|
|
2022
Q3 | $160K | Buy |
6,081
+4,070
| +202% | +$116K | ﹤0.01% | 5291 |
|
|
2022
Q2 | $49K | Sell |
2,011
-2,589
| -56% | -$62.9K | ﹤0.01% | 5935 |
|
|
2022
Q1 | $123K | Sell |
4,600
-16,515
| -78% | -$476K | ﹤0.01% | 5749 |
|
|
2021
Q4 | $762K | Buy |
21,115
+18,103
| +601% | +$669K | ﹤0.01% | 4628 |
|
|
2021
Q3 | $101K | Buy |
3,012
+811
| +37% | +$25.4K | ﹤0.01% | 5828 |
|
|
2021
Q2 | $58K | Sell |
2,201
-4,416
| -67% | -$120K | ﹤0.01% | 6308 |
|
|
2021
Q1 | $181K | Sell |
6,617
-7,818
| -54% | -$213K | ﹤0.01% | 5563 |
|
|
2020
Q4 | $433K | Buy |
14,435
+12,140
| +529% | +$351K | ﹤0.01% | 4706 |
|
|
2020
Q3 | $57K | Sell |
2,295
-5,874
| -72% | -$127K | ﹤0.01% | 5553 |
|
|
2020
Q2 | $142K | Sell |
8,169
-4,403
| -35% | -$53.1K | ﹤0.01% | 5054 |
|
|
2020
Q1 | $132K | Sell |
12,572
-8,549
| -40% | -$130K | ﹤0.01% | 5045 |
|
|
2019
Q4 | $339K | Buy |
+21,121
| New | +$337K | ﹤0.01% | 5187 |
|
Other funds holding BWIN
VPM
VCM
WHG
