Boswell (jg)BWEL
13F holders, Q1 2025 (March 31)4holders +1
1new positions
0sold out
$504.00avg. 13F price*
At the end of Q1 2025, 4 institutions reported holding Boswell (jg) Co. (BWEL) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were Reik & Co., LLC ($2.7M), Kelly Lawrence W & Associates Inc. ($1.7M) and Everett Harris & Co. ($721K).
- Company
- Boswell (jg) Co.
- CUSIP
- 101205102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $721K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 2,030 shares bought, net +2,030 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Reik & Co., LLC | 0.62% | Add +10.5% | 5,263 | $2.7M |
| Kelly Lawrence W & Associates Inc. | 0.43% | Add +3.0% | 3,447 | $1.7M |
| Everett Harris & Co. | 0.01% | New | 1,430 | $721K |
| 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.