Wells Fargo’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 | $3.09M | Sell |
140,710
-39,203
| -22% | -$848K | ﹤0.01% | 2956 |
|
|
2025
Q4 | $4.32M | Buy |
179,913
+21,033
| +13% | +$536K | ﹤0.01% | 2813 |
|
|
2025
Q3 | $4.48M | Buy |
158,880
+2,182
| +1% | +$75.8K | ﹤0.01% | 2674 |
|
|
2025
Q2 | $6.71M | Buy |
156,698
+79,448
| +103% | +$3.22M | ﹤0.01% | 2245 |
|
|
2025
Q1 | $3.45M | Buy |
77,250
+1,466
| +2% | +$59.7K | ﹤0.01% | 2709 |
|
|
2024
Q4 | $2.94M | Buy |
75,784
+6,459
| +9% | +$301K | ﹤0.01% | 2887 |
|
|
2024
Q3 | $3.45M | Buy |
69,325
+1,537
| +2% | +$66.8K | ﹤0.01% | 2649 |
|
|
2024
Q2 | $2.4M | Buy |
67,788
+1,512
| +2% | +$46.8K | ﹤0.01% | 2829 |
|
|
2024
Q1 | $1.92M | Sell |
66,276
-1,650
| -2% | -$43.3K | ﹤0.01% | 3004 |
|
|
2023
Q4 | $1.63M | Buy |
67,926
+9,228
| +16% | +$196K | ﹤0.01% | 3068 |
|
|
2023
Q3 | $1.36M | Sell |
58,698
-9,617
| -14% | -$241K | ﹤0.01% | 3100 |
|
|
2023
Q2 | $1.69M | Buy |
68,315
+21,610
| +46% | +$512K | ﹤0.01% | 3047 |
|
|
2023
Q1 | $1.19M | Buy |
46,705
+10,669
| +30% | +$296K | ﹤0.01% | 3255 |
|
|
2022
Q4 | $906K | Sell |
36,036
-853
| -2% | -$23.5K | ﹤0.01% | 3300 |
|
|
2022
Q3 | $972K | Sell |
36,889
-6,955
| -16% | -$198K | ﹤0.01% | 3260 |
|
|
2022
Q2 | $1.06M | Buy |
43,844
+201
| +0.5% | +$4.89K | ﹤0.01% | 3254 |
|
|
2022
Q1 | $1.17M | Sell |
43,643
-11,681
| -21% | -$337K | ﹤0.01% | 3745 |
|
|
2021
Q4 | $2M | Buy |
55,324
+24,471
| +79% | +$904K | ﹤0.01% | 3506 |
|
|
2021
Q3 | $1.03M | Sell |
30,853
-22,839
| -43% | -$715K | ﹤0.01% | 4216 |
|
|
2021
Q2 | $1.43M | Sell |
53,692
-15,007
| -22% | -$407K | ﹤0.01% | 3973 |
|
|
2021
Q1 | $1.87M | Sell |
68,699
-67,446
| -50% | -$1.83M | ﹤0.01% | 3753 |
|
|
2020
Q4 | $4.08M | Buy |
136,145
+78,677
| +137% | +$2.28M | ﹤0.01% | 2933 |
|
|
2020
Q3 | $1.43M | Buy |
57,468
+25,790
| +81% | +$558K | ﹤0.01% | 3586 |
|
|
2020
Q2 | $547K | Buy |
31,678
+7,030
| +29% | +$84.8K | ﹤0.01% | 4263 |
|
|
2020
Q1 | $260K | Buy |
24,648
+13,852
| +128% | +$211K | ﹤0.01% | 4506 |
|
|
2019
Q4 | $173K | Buy |
+10,796
| New | +$172K | ﹤0.01% | 5037 |
|
Other funds holding BWIN
VPM
VCM
WHG
