Boswell (jg)BWEL
13F holders, Q4 2024 (December 31)3holders −1
0new positions
1sold out
$547.00avg. 13F price*
At the end of Q4 2024, 3 institutions reported holding Boswell (jg) Co. (BWEL) in their 13F filings, down 1 from Q3 2024. 0 opened new positions and 1 sold out. The largest holders were Reik & Co., LLC ($2.6M), Kelly Lawrence W & Associates Inc. ($1.8M) and Ancora Advisors LLC ($7K).
- Company
- Boswell (jg) Co.
- CUSIP
- 101205102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $165K |
All 13F filers, Q3 2024 → Q4 2024: 400 shares sold, net −400 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Reik & Co., LLC | 0.63% | Reduce -2.1% | 4,763 | $2.6M |
| Kelly Lawrence W & Associates Inc. | 0.43% | No change | 3,347 | $1.8M |
| Ancora Advisors LLC | 0.00% | No change | 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.