Baldwin Insurance Group Inc
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
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
Stephanie Nee@Harbor Capital Advisors, Inc.
| 0.09% | $2M 51,607 shares@ 38.76 avg price | Increased 1.45% |
John Phillips V@Red Door Wealth Management, Llc
| 0.17% | $1.047M 27,000 shares@ 38.76 avg price | Increased 390.91% |
Erin E Antill@Janney Montgomery Scott Llc
| 0.01% | $269,000 6,944 shares@ 38.74 avg price | Increased 0.29% |
Jeffrey McGrath@Cetera Trust Company, N.a
| 0.14% | $212,017 5,470 shares@ 38.76 avg price | Increased 0.46% |
BRUCE G ALLEN@Bruce G. Allen Investments, Llc
| 0.01% | $620 16 shares@ 38.75 avg price | Increased 23.08% |