Baldwin Insurance Group, Inc. - COM CL A (BWIN)

Historical Portfolio Holders from Q4 2019 to Q3 2024

All holders as of September 30, 2024
Q3 2024
Type / Class
Equity / COM CL A
Shares, excl. options Q3 2024
65.2M
Holdings value Q3 2024
$3.25B
Value change Q3 2024
+$34.7M
Grand Portfolio weight change Q3 2024
+0%
Number of holders
215
Number of buys Q3 2024
108
Number of sells Q3 2024
-87
Average buys Q3 2024 %
+0%
Average sells Q3 2024 %
-0.001%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Period Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q3 65.2M $3.25B +$34.7M $49.80 217
2024 Q2 64.5M $2.29B +$56.2M $35.47 183
2024 Q1 63.1M $1.83B +$80.5M $28.94 168
2023 Q4 60.4M $1.45B +$32.5M $24.02 157
2023 Q3 59.3M $1.38B +$42.4M $23.23 150
2023 Q2 57.2M $1.42B +$19.8M $24.78 146
2023 Q1 56.4M $1.43B +$21.4M $25.46 140
2022 Q4 55.5M $1.4B -$1.26M $25.14 145
2022 Q3 55.6M $1.46B -$144M $26.35 141
2022 Q2 56.4M $1.36B +$67.8M $24.15 141
2022 Q1 53.1M $1.43B +$4.2M $26.83 142
2021 Q4 52.6M $1.9B +$18M $36.11 146
2021 Q3 52.1M $1.73B +$338M $33.29 132
2021 Q2 42M $1.12B +$12.5M $26.65 115
2021 Q1 40.8M $1.11B +$33.2M $27.25 110
2020 Q4 40.1M $1.2B +$318M $29.97 126
2020 Q3 28.7M $714M -$65.6M $24.91 92
2020 Q2 32.2M $555M +$270M $17.27 97
2020 Q1 17M $179M -$4.28M $10.55 61
2019 Q4 16.6M $267M +$255M $16.05 64