RJFSA
BWIN

Raymond James Financial Services Advisors’s Baldwin Insurance Group BWIN Stock Holding History

Raymond James Financial Services Advisors’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 		$3.51M Buy
70,471
+64,145
+1,014% +$2.79M ﹤0.01% 1426
2024
Q2 		$224K Buy
+6,326
New +$196K ﹤0.01% 3045

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 $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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $13.7B AUM 21.48% 1-Year Est. Return

Raymond James Financial Services Advisors's BWIN Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Baldwin Insurance Group (BWIN) stake by 1,014% in Q3 2024, buying an estimated $2.79M and bringing the position to 70,471 shares worth $3.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1426.

Raymond James Financial Services Advisors first reported a position in BWIN in Q2 2024 and has held it in 2 quarters since. 219 funds tracked by Wall St. Rank hold BWIN as of Q3 2024.

  • Raymond James Financial Services Advisors held 70,471 shares of Baldwin Insurance Group worth $3.51M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 64,145 Baldwin Insurance Group shares in Q3 2024, an estimated $2.79M.
  • Baldwin Insurance Group made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1426 holding.
  • Raymond James Financial Services Advisors first reported a position in Baldwin Insurance Group in Q2 2024 and has held it in 2 quarters since.
  • 219 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.