Benjamin F. Edwards & Company’s Baldwin Insurance Group BWIN Stock Holding History

Benjamin F. Edwards & Company’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	-13	Closed	–	–	2189
2023 Q3	$0	Sell	13 -25	-66%	-$625	﹤0.01%	1844
2023 Q2	$1K	Sell	38 -23	-38%	-$545	﹤0.01%	1742
2023 Q1	$2K	Sell	61 -14	-19%	-$389	﹤0.01%	1705
2022 Q4	$2K	Buy	+75	New	+$2.07K	﹤0.01%	1757
2021 Q2	–	Sell	-602	Closed	-$16K	–	1790
2021 Q1	$16K	Buy	+602	New	+$16.4K	﹤0.01%	1259

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

Benjamin F. Edwards & Company's BWIN Position: Q4 2023 in Review

Benjamin F. Edwards & Company sold out of Baldwin Insurance Group (BWIN) in Q4 2023, closing a stake of 13 shares.

Benjamin F. Edwards & Company first reported a position in BWIN in Q1 2021 and held it in 5 quarters. The position peaked at $16K in Q1 2021. 162 funds tracked by Wall St. Rank hold BWIN as of Q4 2023.

Benjamin F. Edwards & Company reported no remaining Baldwin Insurance Group position as of Q4 2023 after selling out during the quarter.
Benjamin F. Edwards & Company sold 13 Baldwin Insurance Group shares in Q4 2023.
Benjamin F. Edwards & Company first reported a position in Baldwin Insurance Group in Q1 2021 and held it in 5 quarters.
Benjamin F. Edwards & Company's Baldwin Insurance Group position peaked at $16K in Q1 2021.
162 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q4 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2023, filed 6 Feb 2024.