GoalVest Advisory’s Baldwin Insurance Group BWIN Stock Holding History

GoalVest Advisory’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 Q1	–	Sell	-22	Closed	-$528	–	481
2023 Q4	$528	Sell	22 -148	-87%	-$3.15K	﹤0.01%	351
2023 Q3	$3.95K	Buy	170 +63	+59%	+$1.58K	﹤0.01%	362
2023 Q2	$2.65K	Buy	+107	New	+$2.53K	﹤0.01%	337

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

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

ACB

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

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

GoalVest Advisory's BWIN Position: Q1 2024 in Review

GoalVest Advisory sold out of Baldwin Insurance Group (BWIN) in Q1 2024, closing a stake of 22 shares — an estimated $528 sold.

GoalVest Advisory first reported a position in BWIN in Q2 2023 and held it in 3 quarters. The position peaked at $3.95K in Q3 2023. 171 funds tracked by Wall St. Rank hold BWIN as of Q1 2024.

GoalVest Advisory reported no remaining Baldwin Insurance Group position as of Q1 2024 after selling out during the quarter.
GoalVest Advisory sold 22 Baldwin Insurance Group shares in Q1 2024, an estimated $528.
GoalVest Advisory first reported a position in Baldwin Insurance Group in Q2 2023 and held it in 3 quarters.
GoalVest Advisory's Baldwin Insurance Group position peaked at $3.95K in Q3 2023.
171 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2024.

Based on GoalVest Advisory's 13F filing for Q1 2024, filed 15 Apr 2024.