Number of Shares
13,030.00
Current Holdings Value*
$582,310.00
% of Portfolio
0.68%
Total Estimate Gain
$7,036.20
% of Total Estimate Gain
1.33%

Penn Series Small Cap Growth Fund's The Baldwin Insurance Group Inc Holding Summary

As of 2025-03-31, Penn Series Small Cap Growth Fund held 13,030.00 shares of The Baldwin Insurance Group Inc(BWIN), totaling $582,310.00. This investment constitutes 0.68% of their stock portfolio, and Penn Series Small Cap Growth Fund now holds 0.02% of the outstanding The Baldwin Insurance Group Inc(BWIN) stock.

The initial trade took place in 2025Q1. And since then Penn Series Small Cap Growth Fund has made 1 purchases of BWIN, at an average price of $40.73, for a total of 13,030.00 shares. Based on historical transaction data and BWIN's current price of $41.27, Penn Series Small Cap Growth Fund's estimated gain on his BWIN holdings is $7,036.20, reflecting a 1.33% gain to date.

Penn Series Small Cap Growth Fund BWIN ($41.27) Holding Chart

Penn Series Small Cap Growth Fund BWIN ($41.27) 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 %

Top Ranked Articles

  • 1