AWM
BWIN

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

Avior 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
2024
Q2 		– Sell
-12
Closed -$347 – 3788
2024
Q1 		$347 Buy
+12
New +$315 ﹤0.01% 2677

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Avior Wealth Management's BWIN Position: Q2 2024 in Review

Avior Wealth Management sold out of Baldwin Insurance Group (BWIN) in Q2 2024, closing a stake of 12 shares — an estimated $347 sold.

Avior Wealth Management first reported a position in BWIN in Q1 2024 and held it in 1 quarter. The position peaked at $347 in Q1 2024. 183 funds tracked by Wall St. Rank hold BWIN as of Q2 2024.

  • Avior Wealth Management reported no remaining Baldwin Insurance Group position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 12 Baldwin Insurance Group shares in Q2 2024, an estimated $347.
  • Avior Wealth Management first reported a position in Baldwin Insurance Group in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Baldwin Insurance Group position peaked at $347 in Q1 2024.
  • 183 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.