Opportunistic Small Cap Portfolio BWIN Holdings History
Opportunistic Small Cap Portfolio's The Baldwin Insurance Group Inc Holding Summary
As of 2025-03-31, BNY MELLON VARIABLE INVESTMENT FUND held 158,590.00 shares of The Baldwin Insurance Group Inc(BWIN), totaling $7.09 Mil. This investment constitutes 2.75% of their stock portfolio, and BNY MELLON VARIABLE INVESTMENT FUND now holds 0.22% of the outstanding The Baldwin Insurance Group Inc(BWIN) stock.
The initial trade took place in 2020Q2. And since then Opportunistic Small Cap Portfolio has made 4 purchases of BWIN, at an average price of $18.01, for a total of 283,330.00 shares. In addition, there have been 5 sales at an average price of $34.89 for 124,740.00 shares. Based on historical transaction data and BWIN's current price of $41.37, Opportunistic Small Cap Portfolio's estimated gain on his BWIN holdings is $5.81 Mil, reflecting a 113.90% gain to date.
Opportunistic Small Cap Portfolio BWIN ($41.37) Holding Chart
Opportunistic Small Cap Portfolio BWIN ($41.37) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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