UBS Group’s Baldwin Insurance Group BWIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7M | Sell |
321,012
-36,212
| -10% | -$1.55M | ﹤0.01% | 2177 |
|
|
2025
Q1 | $16M | Buy |
357,224
+90,581
| +34% | +$4.05M | ﹤0.01% | 1971 |
|
|
2024
Q4 | $10.3M | Buy |
266,643
+117,094
| +78% | +$4.54M | ﹤0.01% | 2305 |
|
|
2024
Q3 | $7.45M | Buy |
149,549
+11,788
| +9% | +$587K | ﹤0.01% | 1929 |
|
|
2024
Q2 | $4.89M | Buy |
137,761
+5,692
| +4% | +$202K | ﹤0.01% | 2154 |
|
|
2024
Q1 | $3.82M | Buy |
132,069
+124,904
| +1,743% | +$3.61M | ﹤0.01% | 2428 |
|
|
2023
Q4 | $172K | Sell |
7,165
-1,935
| -21% | -$46.5K | ﹤0.01% | 4682 |
|
|
2023
Q3 | $211K | Sell |
9,100
-179
| -2% | -$4.16K | ﹤0.01% | 4232 |
|
|
2023
Q2 | $230K | Sell |
9,279
-2,183
| -19% | -$54.1K | ﹤0.01% | 4361 |
|
|
2023
Q1 | $292K | Buy |
11,462
+268
| +2% | +$6.82K | ﹤0.01% | 4080 |
|
|
2022
Q4 | $281K | Buy |
11,194
+5,113
| +84% | +$129K | ﹤0.01% | 4124 |
|
|
2022
Q3 | $160K | Buy |
6,081
+4,070
| +202% | +$107K | ﹤0.01% | 4258 |
|
|
2022
Q2 | $49K | Sell |
2,011
-2,589
| -56% | -$63.1K | ﹤0.01% | 4923 |
|
|
2022
Q1 | $123K | Sell |
4,600
-16,515
| -78% | -$442K | ﹤0.01% | 4751 |
|
|
2021
Q4 | $762K | Buy |
21,115
+18,103
| +601% | +$653K | ﹤0.01% | 3653 |
|
|
2021
Q3 | $101K | Buy |
3,012
+811
| +37% | +$27.2K | ﹤0.01% | 4752 |
|
|
2021
Q2 | $58K | Sell |
2,201
-4,416
| -67% | -$116K | ﹤0.01% | 5252 |
|
|
2021
Q1 | $181K | Sell |
6,617
-7,818
| -54% | -$214K | ﹤0.01% | 4590 |
|
|
2020
Q4 | $433K | Buy |
14,435
+12,140
| +529% | +$364K | ﹤0.01% | 3772 |
|
|
2020
Q3 | $57K | Sell |
2,295
-5,874
| -72% | -$146K | ﹤0.01% | 4706 |
|
|
2020
Q2 | $142K | Sell |
8,169
-4,403
| -35% | -$76.5K | ﹤0.01% | 4244 |
|
|
2020
Q1 | $132K | Sell |
12,572
-8,549
| -40% | -$89.8K | ﹤0.01% | 4198 |
|
|
2019
Q4 | $339K | Buy |
+21,121
| New | +$339K | ﹤0.01% | 4212 |
|