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
Steven Farer@Confluence Investment Management Llc
Recent Activity
Decreased -1.47%
0.24%
$16.747M
432,066 shares@ 38.76 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.02%
$6.572M
131,960 shares@ 49.8 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
0.03%
$2.468M
63,667 shares@ 38.77 avg price
Stephanie Nee@Harbor Capital Advisors, Inc.
Recent Activity
Increased 1.45%
0.09%
$2M
51,607 shares@ 38.76 avg price
John Phillips V@Red Door Wealth Management, Llc
Recent Activity
Increased 390.91%
0.17%
$1.047M
27,000 shares@ 38.76 avg price
Terry M. Stanford@Diversified Trust Co
Recent Activity
Decreased -19.3%
0.02%
$788,223
20,336 shares@ 38.76 avg price
Mike Muhizi@Sg Americas Securities, Llc
Recent Activity
Decreased -44.1%
0.01%
$395,000
10,195 shares@ 38.75 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 0.29%
0.01%
$269,000
6,944 shares@ 38.74 avg price
Jeffrey McGrath@Cetera Trust Company, N.a
Recent Activity
Increased 0.46%
0.14%
$212,017
5,470 shares@ 38.76 avg price
Richard M. Dolson@Nisa Investment Advisors, Llc
Recent Activity
0.01%
$32,946
850 shares@ 38.76 avg price