JG Boswell Company (BWEL)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Ownership Map

Top 4 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisModerate

Holders4of 5,944

Avg: 68

Uncrowded58th percentileCrowded

Institutional Activity

Buy/Sell Ratio0x

11th percentile

0 buying2 selling

+0

New

-0

Closed

-95

Net shares

Ownership Concentration

Top 5: 100.0%Top 10: 100.0%

REIK & CO.,48.4%

KELLY LAWRENCE W & ASSOCIATES INC/CA36.3%

EVERETT HARRIS & CO15.2%

Ancora Advisors0.1%

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Conviction-Weighted Ownership

Median weight: 0.24%Avg weight: 0.28%Max: 0.63%High conviction (>1%): 0

REIK & CO.,

KELLY LAWRENCE W & ASSOCIATES INC/CA

EVERETT HARRIS & CO

Ancora Advisors

Crowding AnalysisModerate

Holders4of 5,944

Avg: 68

Uncrowded58th percentileCrowded

Institutional Activity

Buy/Sell Ratio0x

11th percentile

0 buying2 selling

+0

New

-0

Closed

-95

Net shares

Ownership Concentration

Top 5: 100.0%Top 10: 100.0%

REIK & CO.,48.4%

KELLY LAWRENCE W & ASSOCIATES INC/CA36.3%

EVERETT HARRIS & CO15.2%

Ancora Advisors0.1%

Crowding AnalysisModerate

Holders4of 5,944

Avg: 68

Uncrowded58th percentileCrowded

Institutional Activity

Buy/Sell Ratio0x

11th percentile

0 buying2 selling

+0

New

-0

Closed

-95

Net shares

Ownership Concentration

Top 5: 100.0%Top 10: 100.0%

REIK & CO.,48.4%

KELLY LAWRENCE W & ASSOCIATES INC/CA36.3%

EVERETT HARRIS & CO15.2%

Ancora Advisors0.1%

Institutional Trends (8 Quarters)

No trend data available for this metric.

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2021-06

$7,864

BWEL · -21%

$18,666

S&P 500 · +87%

−$10,801

behind the index

Total return (5Y)

-21%

S&P 500

+87%

vs. market

-108%

underperformed

Annualized

-4.7%

mkt 13.3%

Volatility

20%

annualized

Beta

-0.13

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

BWELS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

BWEL (solid)S&P 500 (outline)Green = positive year, red = negative. Number = BWEL's return.

Beat the market

3 / 6 yrs

50% win rate

Best year

+25%

2021

Worst year

-27%

2023

Worst drawdown

-51%

still -39% below peak

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -51%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.

Ownership Map

Top 4 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 4 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position