WA
BWIN

Waverly Advisors’s Baldwin Insurance Group BWIN Stock Holding History

Waverly Advisors’s Portfolio BWIN Stock Details BWIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$204K Buy
4,763
+6
+0.1% +$257 ﹤0.01% 1116
2025
Q1 		$213K Buy
+4,757
New +$213K ﹤0.01% 1037
2024
Q4 		– Sell
-4,757
Closed -$237K – 1020
2024
Q3 		$237K Buy
+4,757
New +$237K ﹤0.01% 735