SEC 13F Intelligence

Mountain Road Advisors, LLC / BWIN

Mountain Road Advisors, LLC’s The Baldwin Insurance Grp In Position

Does Mountain Road Advisors, LLC own The Baldwin Insurance Grp In (BWIN)? Yes — 186.0K shares worth $3M (+2.86% of its 13F portfolio) as of Q3 2020, down from 215.6K shares the prior filed quarter.

Position Value
$3M
Q3 2020
Shares
186.0K
% of Portfolio
+2.86%
Quarters Held
4
currently held

Position History BWIN

Reported value by quarter
Q4 ’19: $2MQ4 ’19Q1 ’20: $1MQ1 ’20Q2 ’20: $4MQ2 ’20Q3 ’20: $3MQ3 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2020186.0K$3M+2.86%
Q2 2020215.6K$4M+3.55%
Q1 2020130.4K$1M+4.69%
Q4 2019147.2K$2M+4.01%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mountain Road Advisors, LLC’s full portfolio or all institutional holders of BWIN.