OC
BWIN

Oppenheimer & Co’s Baldwin Insurance Group BWIN Stock Holding History

Oppenheimer & Co’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
-17,419
Closed -$867K – 1667
2024
Q3 		$867K Buy
+17,419
New +$757K 0.01% 839

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

Oppenheimer & Co's BWIN Position: Q4 2024 in Review

Oppenheimer & Co sold out of Baldwin Insurance Group (BWIN) in Q4 2024, closing a stake of 17,419 shares — an estimated $867K sold.

Oppenheimer & Co first reported a position in BWIN in Q3 2024 and held it in 1 quarter. The position peaked at $867K in Q3 2024. 208 funds tracked by Wall St. Rank hold BWIN as of Q4 2024.

  • Oppenheimer & Co reported no remaining Baldwin Insurance Group position as of Q4 2024 after selling out during the quarter.
  • Oppenheimer & Co sold 17,419 Baldwin Insurance Group shares in Q4 2024, an estimated $867K.
  • Oppenheimer & Co first reported a position in Baldwin Insurance Group in Q3 2024 and held it in 1 quarter.
  • Oppenheimer & Co's Baldwin Insurance Group position peaked at $867K in Q3 2024.
  • 208 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q4 2024.

Based on Oppenheimer & Co's 13F filing for Q4 2024, filed 5 Feb 2025.