US Bancorp’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 | $110K | Buy |
5,029
+760
| +18% | +$16.4K | ﹤0.01% | 2331 |
|
|
2025
Q4 | $103K | Sell |
4,269
-5,367
| -56% | -$137K | ﹤0.01% | 2351 |
|
|
2025
Q3 | $272K | Buy |
9,636
+3,581
| +59% | +$124K | ﹤0.01% | 1840 |
|
|
2025
Q2 | $259K | Sell |
6,055
-1,282
| -17% | -$52K | ﹤0.01% | 1888 |
|
|
2025
Q1 | $328K | Buy |
7,337
+450
| +7% | +$18.3K | ﹤0.01% | 1724 |
|
|
2024
Q4 | $267K | Buy |
6,887
+23
| +0.3% | +$1.07K | ﹤0.01% | 1861 |
|
|
2024
Q3 | $342K | Buy |
6,864
+153
| +2% | +$6.65K | ﹤0.01% | 1735 |
|
|
2024
Q2 | $238K | Buy |
6,711
+181
| +3% | +$5.6K | ﹤0.01% | 1908 |
|
|
2024
Q1 | $189K | Buy |
6,530
+753
| +13% | +$19.8K | ﹤0.01% | 2036 |
|
|
2023
Q4 | $139K | Buy |
5,777
+534
| +10% | +$11.3K | ﹤0.01% | 2191 |
|
|
2023
Q3 | $122K | Buy |
5,243
+681
| +15% | +$17K | ﹤0.01% | 2043 |
|
|
2023
Q2 | $113K | Sell |
4,562
-10,711
| -70% | -$254K | ﹤0.01% | 2127 |
|
|
2023
Q1 | $389K | Buy |
15,273
+326
| +2% | +$9.05K | ﹤0.01% | 1530 |
|
|
2022
Q4 | $376K | Sell |
14,947
-172
| -1% | -$4.74K | ﹤0.01% | 1546 |
|
|
2022
Q3 | $398K | Sell |
15,119
-1,031
| -6% | -$29.4K | ﹤0.01% | 1501 |
|
|
2022
Q2 | $390K | Buy |
16,150
+5,488
| +51% | +$133K | ﹤0.01% | 1564 |
|
|
2022
Q1 | $286K | Sell |
10,662
-54
| -0.5% | -$1.56K | ﹤0.01% | 1796 |
|
|
2021
Q4 | $387K | Hold |
10,716
| – | – | ﹤0.01% | 1658 |
|
|
2021
Q3 | $357K | Buy |
10,716
+54
| +0.5% | +$1.69K | ﹤0.01% | 1685 |
|
|
2021
Q2 | $284K | Buy |
10,662
+8,546
| +404% | +$232K | ﹤0.01% | 1828 |
|
|
2021
Q1 | $58K | Hold |
2,116
| – | – | ﹤0.01% | 2521 |
|
|
2020
Q4 | $63K | Buy |
2,116
+165
| +8% | +$4.77K | ﹤0.01% | 2423 |
|
|
2020
Q3 | $49K | Sell |
1,951
-6,619
| -77% | -$143K | ﹤0.01% | 2415 |
|
|
2020
Q2 | $148K | Buy |
8,570
+1,584
| +23% | +$19.1K | ﹤0.01% | 1915 |
|
|
2020
Q1 | $74K | Buy |
6,986
+1,754
| +34% | +$26.7K | ﹤0.01% | 2176 |
|
|
2019
Q4 | $84K | Buy |
+5,232
| New | +$83.5K | ﹤0.01% | 2237 |
|
Other funds holding BWIN
VPM
VCM
WHG
