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Boswell J G (BWEL): which funds own it

Data as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Sections with a free account

1 concentrated manager holds it with a median weight of 0.6%.

Who owns Boswell J G?

As of Jun 30, 2026, the largest holders reported on Form 13F were Reik (4,019 shares), Kelly Lawrence W & Associates (3,100 shares) and Alaska Permanent Fund (603 shares).

We hold 13D and 13G filings made since December 2024: a holder above 5% that has not filed since then does not appear here.

Concentrated managers
1
All 13F: 3
Consensus
—
No score: it needs 5 or more concentrated managers
Price at Jun 30, 2026 (per 13F)
$552
+0.4% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

Change in managers (1 → 1): 0 opened · 0 exited = 0

Net flow in the quarter: −$61K (−110 shares) · bought $0 and sold $61KShares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.

Concentrated managers holding it

  • ReikReduced$2.2M0.6%−0.0 pp

Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.

Largest holders of BWEL (all 13F filers)

  • Reikconcentrated4,019Type not verified−110
  • Kelly Lawrence W & Associates3,100Type not verified0
  • Alaska Permanent Fund603Type not verified+603

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

Insiders (Form 4)

Officers and directors who bought (6 m)
no data
Amount (6 m)
no data
CEO/CFO bought (12 m)
No

Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.

Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →

Above 5% (13D/13G)

This list may be incomplete: we hold 13D and 13G filings made since December 2024. A holder above 5% that has not filed anything since then is not shown here.

No recent filings.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗

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