Harbor Investment Advisory’s Baldwin Insurance Group BWIN Stock Holding History

Harbor Investment 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
2023 Q3	–	Sell	-1,784	Closed	-$44.2K	–	1362
2023 Q2	$44.2K	Buy	+1,784	New	+$42.2K	0.01%	744

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

Harbor Investment Advisory's BWIN Position: Q3 2023 in Review

Harbor Investment Advisory sold out of Baldwin Insurance Group (BWIN) in Q3 2023, closing a stake of 1,784 shares — an estimated $44.2K sold.

Harbor Investment Advisory first reported a position in BWIN in Q2 2023 and held it in 1 quarter. The position peaked at $44.2K in Q2 2023. 153 funds tracked by Wall St. Rank hold BWIN as of Q3 2023.

Harbor Investment Advisory reported no remaining Baldwin Insurance Group position as of Q3 2023 after selling out during the quarter.
Harbor Investment Advisory sold 1,784 Baldwin Insurance Group shares in Q3 2023, an estimated $44.2K.
Harbor Investment Advisory first reported a position in Baldwin Insurance Group in Q2 2023 and held it in 1 quarter.
Harbor Investment Advisory's Baldwin Insurance Group position peaked at $44.2K in Q2 2023.
153 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2023.

Based on Harbor Investment Advisory's 13F filing for Q3 2023, filed 13 Oct 2023.