Sutton Wealth Advisors’s Baldwin Insurance Group BWIN Stock Holding History

Sutton Wealth 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 Q3	$365K	Hold	15,700	–	–	0.18%	74
2023 Q2	$389K	Hold	15,700	–	–	0.19%	73
2023 Q1	$400K	Hold	15,700	–	–	0.21%	70
2022 Q4	$395K	Hold	15,700	–	–	0.15%	108
2022 Q3	$414K	Hold	15,700	–	–	0.17%	92
2022 Q2	$379K	Buy	15,700 +1,200	+8%	+$29.2K	0.15%	103
2022 Q1	$389K	Buy	14,500 +2,000	+16%	+$57.6K	0.13%	106
2021 Q4	$451K	Hold	12,500	–	–	0.15%	98
2021 Q3	$416K	Hold	12,500	–	–	0.15%	99
2021 Q2	$333K	Hold	12,500	–	–	0.12%	122
2021 Q1	$341K	Hold	12,500	–	–	0.13%	116
2020 Q4	$375K	Hold	12,500	–	–	0.16%	104
2020 Q3	$311K	Hold	12,500	–	–	0.15%	107
2020 Q2	$216K	Buy	12,500 +7,500	+150%	+$90.5K	0.11%	133
2020 Q1	$52.8K	Hold	5,000	–	–	0.03%	260
2019 Q4	$80.3K	Buy	+5,000	New	+$79.8K	0.04%	233

Other funds holding BWIN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Sutton Wealth Advisors's BWIN Position: Q3 2023 in Review

Sutton Wealth Advisors held its Baldwin Insurance Group (BWIN) position steady in Q3 2023 at 15,700 shares worth $365K. The position accounts for 0.18% of the portfolio, ranked #74.

Sutton Wealth Advisors first reported a position in BWIN in Q4 2019 and has held it in 16 quarters since. The position peaked at $451K in Q4 2021. 153 funds tracked by Wall St. Rank hold BWIN as of Q3 2023.

Sutton Wealth Advisors held 15,700 shares of Baldwin Insurance Group worth $365K as of Q3 2023.
Sutton Wealth Advisors left its Baldwin Insurance Group share count unchanged in Q3 2023.
Baldwin Insurance Group made up 0.18% of Sutton Wealth Advisors's portfolio in Q3 2023, its #74 holding.
Sutton Wealth Advisors first reported a position in Baldwin Insurance Group in Q4 2019 and has held it in 16 quarters since.
Sutton Wealth Advisors's Baldwin Insurance Group position peaked at $451K in Q4 2021.
153 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.