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Brp Group shares owned by Cornerstone Wealth Group

Quarter-by-quarter ownership of Brp Group (BWIN) shares owned by Cornerstone Wealth Group from 13F filings

Historical chart of Cornerstone Wealth Group investment in Brp Group

Tip: Access up to 7 years of quarterly data

All positions including Brp Group held by Cornerstone Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brp Group by Cornerstone Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $832k 17k 49.80
2024-06-30 $592k 17k 35.47
2024-03-31 $489k 17k 28.94

More positions owned by Cornerstone Wealth Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Microsoft Corporation (MSFT)
Ishares Tr Msci Acwi Ex Us (ACWX)
Agf Invts Tr Us Market Netrl (BTAL)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Broadcom (AVGO)
Ishares Tr Core Msci Intl (IDEV)
Home Depot (HD)
Amazon (AMZN)

View all positions for Cornerstone Wealth Group

Top funds holding Brp Group

Vanguard Group
BlackRock
BlackRock
Macquarie Group
Bamco
William Blair Investment Management
Champlain Investment Partners
Capital Research and Management Company - Division 3
State Street Corporation
Westwood Holdings
Geode Capital Management
Aristotle Capital Boston
Jpmorgan Chase & Co
Driehaus Capital Management
Dimensional Fund Advisors

View all funds holding Brp Group