New World Advisors LLC
- SEC CIK
- 0001767724
- Latest filing
- Aug 12, 2026
BWIN holding history
Baldwin Insurance Group, Inc. in every 13F filed by New World Advisors LLC, 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 Q2 2026 holdings
- Shares (Q1 2025)
- 0
- Sold out in Q1 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 11
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 0 | $0 | 0.0% | −18,295−100.0% | Sold out | Holders |
| Q4 2024 | 18,295 | $709.1K | 0.2% | +3,338+22.3% | Added | Holders |
| Q3 2024 | 14,957 | $744.9K | 0.2% | +14,957 | New | Holders |
| Q1 2024 | 0 | $0 | 0.0% | −27,430−100.0% | Sold out | Holders |
| Q4 2023 | 27,430 | $658.9K | 0.2% | 00.0% | Unchanged | Holders |
| Q3 2023 | 27,430 | $637.2K | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2023 | 27,430 | $679.7K | 0.2% | +5,000+22.3% | Added | Holders |
| Q1 2023 | 22,430 | $571.1K | 0.2% | 00.0% | Unchanged | Holders |
| Q4 2022 | 22,430 | $563.9K | 0.2% | 00.0% | Unchanged | Holders |
| Q3 2022 | 22,430 | $591.0K | 0.3% | 00.0% | Unchanged | Holders |
| Q2 2022 | 22,430 | $543.0K | 0.3% | +6,650+42.1% | Added | Holders |
| Q1 2022 | 15,780 | $364.0K | 0.2% | +10,000+173.0% | Added | Holders |
| Q4 2021 | 5,780 | $209.0K | 0.1% | +5,780 | New | Holders |