Position in ARX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$16,149,487
-$3,619,526 QoQ
Shares Held
1,208,794
-0.0% QoQ
Ownership
0.554%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ARX Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026BAMCO INC /NY/ holds $138,597,196 across 5 Insurance Brokers names. ARX ranks #5 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWIN |
Baldwin Insurance Group, Inc.
|
2,710,068 | $59,458,891 | |
| 2 | WTW |
Willis Towers Watson PLC
|
85,918 | $24,976,362 | |
| 3 | TWFG |
TWFG, Inc.
|
1,135,099 | $20,874,470 | |
| 4 | NP |
Neptune Insurance Holdings Inc.
|
708,474 | $17,137,986 | |
| 5 | ARX |
Accelerant Holdings
This page
|
1,208,794 | $16,149,487 |
All Filings in ARX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,149,487 | 1,208,794 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $19,769,013 | 1,209,114 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $18,140,621 | 1,218,309 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||