Westfield Capital 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 | $52.5M | Buy |
1,225,948
+149,101
| +14% | +$6.38M | 0.22% | 137 |
|
|
2025
Q1 | $48.1M | Buy |
1,076,847
+229,353
| +27% | +$10.2M | 0.23% | 131 |
|
|
2024
Q4 | $32.8M | Buy |
847,494
+129,030
| +18% | +$5M | 0.14% | 166 |
|
|
2024
Q3 | $35.8M | Buy |
+718,464
| New | +$35.8M | 0.16% | 160 |
|
|
2023
Q1 | – | Sell |
-870,443
| Closed | -$21.9M | – | 259 |
|
|
2022
Q4 | $21.9M | Buy |
870,443
+145,772
| +20% | +$3.66M | 0.17% | 156 |
|
|
2022
Q3 | $19.1M | Sell |
724,671
-261,054
| -26% | -$6.88M | 0.15% | 169 |
|
|
2022
Q2 | $23.8M | Sell |
985,725
-8,919
| -0.9% | -$215K | 0.19% | 158 |
|
|
2022
Q1 | $26.7M | Sell |
994,644
-22,244
| -2% | -$597K | 0.17% | 155 |
|
|
2021
Q4 | $36.7M | Buy |
1,016,888
+106,345
| +12% | +$3.84M | 0.22% | 139 |
|
|
2021
Q3 | $30.3M | Sell |
910,543
-94,740
| -9% | -$3.15M | 0.18% | 160 |
|
|
2021
Q2 | $26.8M | Buy |
1,005,283
+136,847
| +16% | +$3.65M | 0.16% | 166 |
|
|
2021
Q1 | $23.7M | Buy |
868,436
+181,343
| +26% | +$4.94M | 0.15% | 164 |
|
|
2020
Q4 | $20.6M | Buy |
687,093
+307,281
| +81% | +$9.21M | 0.12% | 177 |
|
|
2020
Q3 | $9.46M | Buy |
379,812
+352,122
| +1,272% | +$8.77M | 0.06% | 188 |
|
|
2020
Q2 | $478K | Buy |
+27,690
| New | +$478K | ﹤0.01% | 223 |
|