BIA
BWIN

Bell Investment Advisors’s Baldwin Insurance Group BWIN Stock Holding History

Bell Investment Advisors’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
Q2 		– Sell
-21
Closed -$535 – 2004
2023
Q1 		$535 Buy
+21
New +$583 ﹤0.01% 1791

Other funds holding BWIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bell Investment Advisors's BWIN Position: Q2 2023 in Review

Bell Investment Advisors sold out of Baldwin Insurance Group (BWIN) in Q2 2023, closing a stake of 21 shares — an estimated $535 sold.

Bell Investment Advisors first reported a position in BWIN in Q1 2023 and held it in 1 quarter. The position peaked at $535 in Q1 2023. 147 funds tracked by Wall St. Rank hold BWIN as of Q2 2023.

  • Bell Investment Advisors reported no remaining Baldwin Insurance Group position as of Q2 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 21 Baldwin Insurance Group shares in Q2 2023, an estimated $535.
  • Bell Investment Advisors first reported a position in Baldwin Insurance Group in Q1 2023 and held it in 1 quarter.
  • Bell Investment Advisors's Baldwin Insurance Group position peaked at $535 in Q1 2023.
  • 147 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2023.

Based on Bell Investment Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.