CPA
BWIN

Capital Performance Advisors’s Baldwin Insurance Group BWIN Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-20
Closed -$996 – 2803
2024
Q3 		$996 Buy
+20
New +$870 ﹤0.01% 1909

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Capital Performance Advisors's BWIN Position: Q4 2024 in Review

Capital Performance Advisors sold out of Baldwin Insurance Group (BWIN) in Q4 2024, closing a stake of 20 shares — an estimated $996 sold.

Capital Performance Advisors first reported a position in BWIN in Q3 2024 and held it in 1 quarter. The position peaked at $996 in Q3 2024. 208 funds tracked by Wall St. Rank hold BWIN as of Q4 2024.

  • Capital Performance Advisors reported no remaining Baldwin Insurance Group position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 20 Baldwin Insurance Group shares in Q4 2024, an estimated $996.
  • Capital Performance Advisors first reported a position in Baldwin Insurance Group in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Baldwin Insurance Group position peaked at $996 in Q3 2024.
  • 208 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.