HWMA
BWIN

Heritage Wealth Management (Arizona)’s Baldwin Insurance Group BWIN Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$316K Buy
12,588
+6,807
+118% +$188K 0.05% 283
2022
Q3 		$152K Sell
5,781
-726
-11% -$20.7K 0.05% 277
2022
Q2 		$157K Buy
+6,507
New +$158K 0.05% 280

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Loomis, Sayles & Company
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
VM
Venator Management Pittsburgh, Pennsylvania $416M AUM 16.01% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s BWIN Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Baldwin Insurance Group (BWIN) stake by 118% in Q4 2022, buying an estimated $188K and bringing the position to 12,588 shares worth $316K. The position accounts for 0.05% of the portfolio, ranked #283.

Heritage Wealth Management (Arizona) first reported a position in BWIN in Q2 2022 and has held it in 3 quarters since. 151 funds tracked by Wall St. Rank hold BWIN as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 12,588 shares of Baldwin Insurance Group worth $316K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 6,807 Baldwin Insurance Group shares in Q4 2022, an estimated $188K.
  • Baldwin Insurance Group made up 0.05% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #283 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Baldwin Insurance Group in Q2 2022 and has held it in 3 quarters since.
  • 151 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.