NC
BWIN

nVerses Capital’s Baldwin Insurance Group BWIN Stock Holding History

nVerses Capital’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
Q2 		– Sell
-500
Closed -$14.5K – 1241
2024
Q1 		$14.5K Buy
+500
New +$13.1K 0.03% 451

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
William Blair Investment Management
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

nVerses Capital's BWIN Position: Q2 2024 in Review

nVerses Capital sold out of Baldwin Insurance Group (BWIN) in Q2 2024, closing a stake of 500 shares — an estimated $14.5K sold.

nVerses Capital first reported a position in BWIN in Q1 2024 and held it in 1 quarter. The position peaked at $14.5K in Q1 2024. 183 funds tracked by Wall St. Rank hold BWIN as of Q2 2024.

  • nVerses Capital reported no remaining Baldwin Insurance Group position as of Q2 2024 after selling out during the quarter.
  • nVerses Capital sold 500 Baldwin Insurance Group shares in Q2 2024, an estimated $14.5K.
  • nVerses Capital first reported a position in Baldwin Insurance Group in Q1 2024 and held it in 1 quarter.
  • nVerses Capital's Baldwin Insurance Group position peaked at $14.5K in Q1 2024.
  • 183 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2024.

Based on nVerses Capital's 13F filing for Q2 2024, filed 31 Jul 2024.