Boswell (jg)BWEL
13F holders, Q2 2024 (June 30)4holders +1
1new positions
0sold out
$564.94avg. 13F price*
At the end of Q2 2024, 4 institutions reported holding Boswell (jg) Co. (BWEL) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Reik & Co., LLC ($2.7M), Kelly Lawrence W & Associates Inc. ($1.9M) and Beach Investment Counsel Inc. ($169K).
- Company
- Boswell (jg) Co.
- CUSIP
- 101205102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $169K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 300 shares bought and 100 shares sold, net +200 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Reik & Co., LLC | 0.71% | Reduce -1.0% | 4,864 | $2.7M |
| Kelly Lawrence W & Associates Inc. | 0.44% | No change | 3,347 | $1.9M |
| Beach Investment Counsel Inc. | 0.02% | New | 300 | $169K |
| Ancora Advisors LLC | 0.00% | Reduce -79.4% | 13 | $7K |
"% of holder's portfolio" is BWEL's weight in each manager's 13F, not the share of Boswell (jg) Co. the manager owns.