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BWG · Insider trading · 13F holders · Congress trades

Brandywinegbl Gbl Incm Opp F (BWG)

Who is buying and selling BWG: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.

13F filers holding
3
Insider buys, 90 days
$0
Insider sales, 90 days
$0
Congress trades, 12 months
0

BWG at a glance

  • No open-market insider purchases or sales of BWG were filed in the last 90 days.
  • 3 13F filers hold BWG among their 50 largest positions, worth $5.9M combined. The biggest bets by portfolio weight are Shaker Financial Services, LLC (0.9%), Rareview Capital LLC (0.8%) and Matisse Capital (0.7%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
  • No member of Congress has disclosed a trade in BWG.

BWG insider trading

No open-market insider purchases or sales of BWG were filed in the last 90 days.

Who owns BWG? Hedge funds and superinvestors

3 13F filers hold BWG among their 50 largest positions, worth $5.9M combined. The biggest bets by portfolio weight are Shaker Financial Services, LLC (0.9%), Rareview Capital LLC (0.8%) and Matisse Capital (0.7%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.

13F filers holding BWG
Manager% of portfolioValueSharesLast quarter13F
Shaker Financial Services, LLCWealth manager0.9%$2.6M373,225-21.2% sharesQ3 2026
Matisse CapitalInstitutional asset manager0.7%$1.9M269,127—Q3 2026
Rareview Capital LLCAsset manager0.8%$1.5M179,226+56.8% sharesQ2 2026

Each manager counts with its latest 13F (Q3 2026: 2, Q2 2026: 1). Screen BWG in the grand portfolio →

BWG stock trades by members of Congress

No member of Congress has disclosed a trade in BWG.

BWG questions and answers

Are insiders buying BWG stock?

No open-market insider purchases or sales of BWG were filed in the last 90 days.

Which hedge funds own BWG?

3 13F filers hold BWG among their 50 largest positions, worth $5.9M combined. The biggest bets by portfolio weight are Shaker Financial Services, LLC (0.9%), Rareview Capital LLC (0.8%) and Matisse Capital (0.7%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.

Has Congress traded BWG?

No member of Congress has disclosed a trade in BWG.

Who is the largest holder of BWG?

Among 13F filers, Shaker Financial Services, LLC reports the largest BWG position, $2.6M (373,225 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Shaker Financial Services, LLC's: 0.9% of its portfolio.

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Free to use with a link back. The data updates every filing day.

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