Apollon Wealth Management’s Baldwin Insurance Group BWIN Stock Holding History

Apollon Wealth Management’s Portfolio BWIN Stock Details BWIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-52,204	Closed	-$1.21M	–	1110
2023 Q3	$1.21M	Sell	52,204 -34,116	-40%	-$853K	0.06%	309
2023 Q2	$2.14M	Buy	+86,320	New	+$2.04M	0.1%	206

Other funds holding BWIN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Apollon Wealth Management's BWIN Position: Q4 2023 in Review

Apollon Wealth Management sold out of Baldwin Insurance Group (BWIN) in Q4 2023, closing a stake of 52,204 shares — an estimated $1.21M sold.

Apollon Wealth Management first reported a position in BWIN in Q2 2023 and held it in 2 quarters. The position peaked at $2.14M in Q2 2023. 162 funds tracked by Wall St. Rank hold BWIN as of Q4 2023.

Apollon Wealth Management reported no remaining Baldwin Insurance Group position as of Q4 2023 after selling out during the quarter.
Apollon Wealth Management sold 52,204 Baldwin Insurance Group shares in Q4 2023, an estimated $1.21M.
Apollon Wealth Management first reported a position in Baldwin Insurance Group in Q2 2023 and held it in 2 quarters.
Apollon Wealth Management's Baldwin Insurance Group position peaked at $2.14M in Q2 2023.
162 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q4 2023.

Based on Apollon Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.