Number of Shares
70,656.00
Current Holdings Value*
$3.16 Mil
% of Portfolio
1.86%
Total Estimate Gain
$2.71 Mil
% of Total Estimate Gain
51.01%

Timothy Plan Small Cap Value Fund's The Baldwin Insurance Group Inc Holding Summary

As of 2025-03-31, Timothy Plan Small Cap Value Fund held 70,656.00 shares of The Baldwin Insurance Group Inc(BWIN), totaling $3.16 Mil. This investment constitutes 1.86% of their stock portfolio, and Timothy Plan Small Cap Value Fund now holds 0.1% of the outstanding The Baldwin Insurance Group Inc(BWIN) stock.

The initial trade took place in 2019Q4. And since then Timothy Plan Small Cap Value Fund has made 6 purchases of BWIN, at an average price of $22.22, for a total of 239,222.00 shares. In addition, there have been 7 sales at an average price of $29.60 for 168,566.00 shares. Based on historical transaction data and BWIN's current price of $42.99, Timothy Plan Small Cap Value Fund's estimated gain on his BWIN holdings is $2.71 Mil, reflecting a 51.01% gain to date.

Timothy Plan Small Cap Value Fund BWIN ($42.99) Holding Chart

Timothy Plan Small Cap Value Fund BWIN ($42.99) 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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