Number of Shares
306,811.00
Current Holdings Value*
$12.77 Mil
% of Portfolio
1.89%
Total Estimate Gain
$-300,674.78
% of Total Estimate Gain
-2.35%

Rockefeller U.S.Small-mid Cap ETF's The Baldwin Insurance Group Inc Holding Summary

As of 2025-04-30, Rockefeller U.S.Small-mid Cap ETF held 306,811.00 shares of The Baldwin Insurance Group Inc(BWIN), totaling $12.77 Mil. This investment constitutes 1.89% of their stock portfolio, and Rockefeller U.S.Small-mid Cap ETF now holds 0.43% of the outstanding The Baldwin Insurance Group Inc(BWIN) stock.

The initial trade took place in 2025Q2. And since then Rockefeller U.S.Small-mid Cap ETF has made 1 purchases of BWIN, at an average price of $41.74, for a total of 306,811.00 shares. Based on historical transaction data and BWIN's current price of $40.76, Rockefeller U.S.Small-mid Cap ETF's estimated gain on his BWIN holdings is $-300,674.78, reflecting a -2.35% gain to date.

Rockefeller U.S.Small-mid Cap ETF BWIN ($40.76) Holding Chart

Rockefeller U.S.Small-mid Cap ETF BWIN ($40.76) 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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