RWM
BWIN

Raffa Wealth Management’s Baldwin Insurance Group BWIN Stock Holding History

Raffa Wealth Management’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
Q3 		– Sell
-512
Closed -$18.2K – 1161
2024
Q2 		$18.2K Hold
512
– – 0.01% 340
2024
Q1 		$14.8K Buy
+512
New +$13.5K ﹤0.01% 367

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 $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Raffa Wealth Management's BWIN Position: Q3 2024 in Review

Raffa Wealth Management sold out of Baldwin Insurance Group (BWIN) in Q3 2024, closing a stake of 512 shares — an estimated $18.2K sold.

Raffa Wealth Management first reported a position in BWIN in Q1 2024 and held it in 2 quarters. The position peaked at $18.2K in Q2 2024. 219 funds tracked by Wall St. Rank hold BWIN as of Q3 2024.

  • Raffa Wealth Management reported no remaining Baldwin Insurance Group position as of Q3 2024 after selling out during the quarter.
  • Raffa Wealth Management sold 512 Baldwin Insurance Group shares in Q3 2024, an estimated $18.2K.
  • Raffa Wealth Management first reported a position in Baldwin Insurance Group in Q1 2024 and held it in 2 quarters.
  • Raffa Wealth Management's Baldwin Insurance Group position peaked at $18.2K in Q2 2024.
  • 219 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2024.

Based on Raffa Wealth Management's 13F filing for Q3 2024, filed 27 Jul 2026.