Westwood Holdings Group’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 | $82.2M | Buy |
1,920,530
+142,506
| +8% | +$6.1M | 0.61% | 52 |
|
|
2025
Q1 | $79.5M | Sell |
1,778,024
-212,794
| -11% | -$9.51M | 0.6% | 56 |
|
|
2024
Q4 | $77.2M | Buy |
1,990,818
+300,912
| +18% | +$11.7M | 0.59% | 56 |
|
|
2024
Q3 | $84.2M | Sell |
1,689,906
-529,242
| -24% | -$26.4M | 0.35% | 91 |
|
|
2024
Q2 | $78.7M | Sell |
2,219,148
-516,302
| -19% | -$18.3M | 0.37% | 82 |
|
|
2024
Q1 | $79.2M | Sell |
2,735,450
-279,820
| -9% | -$8.1M | 0.62% | 53 |
|
|
2023
Q4 | $72.4M | Buy |
3,015,270
+1,272,353
| +73% | +$30.6M | 0.61% | 60 |
|
|
2023
Q3 | $40.5M | Sell |
1,742,917
-258,877
| -13% | -$6.01M | 0.38% | 104 |
|
|
2023
Q2 | $49.6M | Buy |
2,001,794
+515,765
| +35% | +$12.8M | 0.44% | 98 |
|
|
2023
Q1 | $37.8M | Buy |
1,486,029
+1,054,147
| +244% | +$26.8M | 0.34% | 104 |
|
|
2022
Q4 | $10.9M | Buy |
431,882
+221,704
| +105% | +$5.57M | 0.1% | 196 |
|
|
2022
Q3 | $5.54M | Sell |
210,178
-233,385
| -53% | -$6.15M | 0.07% | 200 |
|
|
2022
Q2 | $10.7M | Buy |
+443,563
| New | +$10.7M | 0.12% | 190 |
|
|
2020
Q4 | – | Sell |
-61,059
| Closed | -$1.52M | – | 463 |
|
|
2020
Q3 | $1.52M | Sell |
61,059
-932,038
| -94% | -$23.2M | 0.02% | 292 |
|
|
2020
Q2 | $17.2M | Sell |
993,097
-34,687
| -3% | -$599K | 0.23% | 141 |
|
|
2020
Q1 | $10.8M | Buy |
1,027,784
+799,368
| +350% | +$8.43M | 0.16% | 175 |
|
|
2019
Q4 | $3.67M | Buy |
+228,416
| New | +$3.67M | 0.04% | 275 |
|