PAG
BWIN

Private Advisory Group’s Baldwin Insurance Group BWIN Stock Holding History

Private Advisory Group’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
-19,050
Closed -$949K – 247
2024
Q3 		$949K Buy
+19,050
New +$828K 0.11% 123

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

Private Advisory Group's BWIN Position: Q4 2024 in Review

Private Advisory Group sold out of Baldwin Insurance Group (BWIN) in Q4 2024, closing a stake of 19,050 shares — an estimated $949K sold.

Private Advisory Group first reported a position in BWIN in Q3 2024 and held it in 1 quarter. The position peaked at $949K in Q3 2024. 208 funds tracked by Wall St. Rank hold BWIN as of Q4 2024.

  • Private Advisory Group reported no remaining Baldwin Insurance Group position as of Q4 2024 after selling out during the quarter.
  • Private Advisory Group sold 19,050 Baldwin Insurance Group shares in Q4 2024, an estimated $949K.
  • Private Advisory Group first reported a position in Baldwin Insurance Group in Q3 2024 and held it in 1 quarter.
  • Private Advisory Group's Baldwin Insurance Group position peaked at $949K in Q3 2024.
  • 208 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q4 2024.

Based on Private Advisory Group's 13F filing for Q4 2024, filed 14 Feb 2025.