Financial Advisory Group
- SEC CIK
- 0001539338
- Latest filing
- May 10, 2024
BWIN holding history
Baldwin Insurance Group, Inc. in every 13F filed by Financial Advisory Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
BWIN overviewAll 13F holders of BWINFull Q1 2024 holdings
- Shares (Q1 2024)
- 115,925
- Value
- $3.35M
- % of portfolio
- 0.6%
- Quarters held
- 12
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 115,925 | $3.35M | 0.6% | 00.0% | Unchanged | Holders |
| Q4 2023 | 115,925 | $2.78M | 0.5% | −3,000−2.5% | Reduced | Holders |
| Q3 2023 | 118,925 | $2.76M | 0.6% | +45,258+61.4% | Added | Holders |
| Q2 2023 | 73,667 | $1.83M | 0.4% | −17,000−18.7% | Reduced | Holders |
| Q1 2023 | 90,667 | $2.31M | 0.5% | 00.0% | Unchanged | Holders |
| Q4 2022 | 90,667 | $2.28M | 0.5% | 00.0% | Unchanged | Holders |
| Q3 2022 | 90,667 | $2.39M | 0.5% | 00.0% | Unchanged | Holders |
| Q2 2022 | 90,667 | $2.19M | 0.5% | +45,258+99.7% | Added | Holders |
| Q1 2022 | 45,409 | $1.22M | 0.2% | 00.0% | Unchanged | Holders |
| Q4 2021 | 45,409 | $1.64M | 0.3% | 00.0% | Unchanged | Holders |
| Q3 2021 | 45,409 | $1.51M | 0.3% | 00.0% | Unchanged | Holders |
| Q2 2021 | 45,409 | $1.21M | 0.3% | +45,409 | New | Holders |