RFA
BWIN

Resurgent Financial Advisors’s Baldwin Insurance Group BWIN Stock Holding History

Resurgent Financial 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
2023
Q1 		– Sell
-1,735
Closed -$43.6K – 647
2022
Q4 		$43.6K Buy
+1,735
New +$47.8K 0.02% 457

Other funds holding BWIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Resurgent Financial Advisors's BWIN Position: Q1 2023 in Review

Resurgent Financial Advisors sold out of Baldwin Insurance Group (BWIN) in Q1 2023, closing a stake of 1,735 shares — an estimated $43.6K sold.

Resurgent Financial Advisors first reported a position in BWIN in Q4 2022 and held it in 1 quarter. The position peaked at $43.6K in Q4 2022. 144 funds tracked by Wall St. Rank hold BWIN as of Q1 2023.

  • Resurgent Financial Advisors reported no remaining Baldwin Insurance Group position as of Q1 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 1,735 Baldwin Insurance Group shares in Q1 2023, an estimated $43.6K.
  • Resurgent Financial Advisors first reported a position in Baldwin Insurance Group in Q4 2022 and held it in 1 quarter.
  • Resurgent Financial Advisors's Baldwin Insurance Group position peaked at $43.6K in Q4 2022.
  • 144 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2023.

Based on Resurgent Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.