Van Hulzen Asset Management’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 | $1.61M | Sell |
37,579
-15,275
| -29% | -$654K | 0.13% | 117 |
|
|
2025
Q1 | $2.36M | Sell |
52,854
-1,027
| -2% | -$45.9K | 0.22% | 89 |
|
|
2024
Q4 | $2.09M | Sell |
53,881
-24,872
| -32% | -$964K | 0.15% | 110 |
|
|
2024
Q3 | $3.92M | Buy |
78,753
+756
| +1% | +$37.7K | 0.28% | 72 |
|
|
2024
Q2 | $2.77M | Buy |
77,997
+40,688
| +109% | +$1.44M | 0.19% | 85 |
|
|
2024
Q1 | $1.08M | Buy |
37,309
+4,168
| +13% | +$121K | 0.07% | 160 |
|
|
2023
Q4 | $796K | Buy |
33,141
+2,350
| +8% | +$56.4K | 0.06% | 184 |
|
|
2023
Q3 | $715K | Buy |
30,791
+10,244
| +50% | +$238K | 0.06% | 183 |
|
|
2023
Q2 | $509K | Buy |
20,547
+4,312
| +27% | +$107K | 0.04% | 185 |
|
|
2023
Q1 | $413K | Buy |
16,235
+2,812
| +21% | +$71.5K | 0.04% | 197 |
|
|
2022
Q4 | $337K | Buy |
13,423
+701
| +6% | +$17.6K | 0.04% | 216 |
|
|
2022
Q3 | $335K | Buy |
12,722
+413
| +3% | +$10.9K | 0.04% | 201 |
|
|
2022
Q2 | $297K | Buy |
+12,309
| New | +$297K | 0.04% | 220 |
|