Zurich Cantonal Bank’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 | Buy |
37,539
+6,100
| +19% | +$261K | ﹤0.01% | 976 |
|
|
2025
Q1 | $1.41M | Buy |
31,439
+13,000
| +71% | +$581K | ﹤0.01% | 983 |
|
|
2024
Q4 | $715K | Buy |
18,439
+3,147
| +21% | +$122K | ﹤0.01% | 1416 |
|
|
2024
Q3 | $762K | Hold |
15,292
| – | – | ﹤0.01% | 1274 |
|
|
2024
Q2 | $542K | Buy |
15,292
+854
| +6% | +$30.3K | ﹤0.01% | 1435 |
|
|
2024
Q1 | $418K | Hold |
14,438
| – | – | ﹤0.01% | 1593 |
|
|
2023
Q4 | $347K | Buy |
14,438
+3,278
| +29% | +$78.7K | ﹤0.01% | 1749 |
|
|
2023
Q3 | $259K | Buy |
11,160
+2,723
| +32% | +$63.3K | ﹤0.01% | 1809 |
|
|
2023
Q2 | $209K | Hold |
8,437
| – | – | ﹤0.01% | 1899 |
|
|
2023
Q1 | $215K | Hold |
8,437
| – | – | ﹤0.01% | 1820 |
|
|
2022
Q4 | $212K | Buy |
8,437
+1,120
| +15% | +$28.2K | ﹤0.01% | 1787 |
|
|
2022
Q3 | $193K | Hold |
7,317
| – | – | ﹤0.01% | 1775 |
|
|
2022
Q2 | $177K | Hold |
7,317
| – | – | ﹤0.01% | 1870 |
|
|
2022
Q1 | $196K | Hold |
7,317
| – | – | ﹤0.01% | 1898 |
|
|
2021
Q4 | $264K | Buy |
7,317
+2,291
| +46% | +$82.7K | ﹤0.01% | 1890 |
|
|
2021
Q3 | $167K | Hold |
5,026
| – | – | ﹤0.01% | 2035 |
|
|
2021
Q2 | $134K | Hold |
5,026
| – | – | ﹤0.01% | 2069 |
|
|
2021
Q1 | $137K | Buy |
5,026
+2,636
| +110% | +$71.9K | ﹤0.01% | 1999 |
|
|
2020
Q4 | $72K | Buy |
+2,390
| New | +$72K | ﹤0.01% | 2336 |
|