BWIN

Baldwin Insurance Group Inc

Latest period2024 - Q4Total superinvestors15

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 15 superinvestors own shares of Baldwin Insurance Group Inc (BWIN), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Baldwin Insurance Group Inc (BWIN), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Baldwin Insurance Group Inc (BWIN) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Baldwin Insurance Group Inc (BWIN) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Laura Flanagan@Oliver Luxxe Assets Llc
Recent Activity
Exited
0%
$1.99M
39,960 shares@ 49.8 avg price
Jordan Pitts@Moody National Bank Trust Division
Recent Activity
Exited
0%
$250,992
5,040 shares@ 49.8 avg price
David Maxey@Heritage Family Offices, Llp
Recent Activity
Exited
0%
$241,534
4,850 shares@ 49.81 avg price
Myrka Barcenas@Zwj Investment Counsel Inc
Recent Activity
Exited
0%
$222,307
4,464 shares@ 49.8 avg price
JENNIFER HANLEY@First Financial Corp In
Recent Activity
Exited
0%
$3,735
75 shares@ 49.8 avg price