Van Hulzen Asset Management’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 Q4	–	Sell	-36,719	Closed	-$1.04M	–	359
2025 Q3	$1.04M	Sell	36,719 -860	-2%	-$29.9K	0.08%	159
2025 Q2	$1.61M	Sell	37,579 -15,275	-29%	-$620K	0.13%	117
2025 Q1	$2.36M	Sell	52,854 -1,027	-2%	-$41.8K	0.22%	89
2024 Q4	$2.09M	Sell	53,881 -24,872	-32%	-$1.16M	0.15%	110
2024 Q3	$3.92M	Buy	78,753 +756	+1%	+$32.9K	0.28%	72
2024 Q2	$2.77M	Buy	77,997 +40,688	+109%	+$1.26M	0.19%	85
2024 Q1	$1.08M	Buy	37,309 +4,168	+13%	+$109K	0.07%	160
2023 Q4	$796K	Buy	33,141 +2,350	+8%	+$49.9K	0.06%	184
2023 Q3	$715K	Buy	30,791 +10,244	+50%	+$256K	0.06%	183
2023 Q2	$509K	Buy	20,547 +4,312	+27%	+$102K	0.04%	185
2023 Q1	$413K	Buy	16,235 +2,812	+21%	+$78.1K	0.04%	197
2022 Q4	$337K	Buy	13,423 +701	+6%	+$19.3K	0.04%	216
2022 Q3	$335K	Buy	12,722 +413	+3%	+$11.8K	0.04%	201
2022 Q2	$297K	Buy	+12,309	New	+$299K	0.04%	220