Position in BWIN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$17,075,483
-$4,579,532 QoQ
Shares Held
778,281
-13.6% QoQ
Ownership
0.546%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 11.869234890739977.ToString("F0")%
Shared 23.241220073469606.ToString("F0")%
None 64.88954503579042.ToString("F0")%
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026ROYAL BANK OF CANADA holds $1,186,985,924 across 18 Insurance Brokers names. BWIN ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,316,579 | $575,260,622 | |
| 2 | BRO |
Brown & Brown, Inc.
|
3,569,784 | $232,785,610 | |
| 3 | AON |
Aon plc
|
688,130 | $222,114,597 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
484,330 | $104,896,187 | |
| 5 | WTW |
Willis Towers Watson PLC
|
76,235 | $22,161,510 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
778,281 | $17,075,483 | |
| 7 | ERIE |
Erie Indemnity Co
|
24,059 | $6,046,266 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
73,306 | $3,127,232 |
All Filings in BWIN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,075,483 | 778,281 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $21,655,015 | 901,166 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $28,033,487 | 993,743 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $42,510,198 | 992,997 | Shares | Defined | 2025-11-21 | |
| 2025-03-31 | $36,818,791 | 823,871 | Shares | Defined | 2025-11-21 | |
| 2024-12-31 | $33,924,920 | 875,256 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $50,177,979 | 1,007,590 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $36,438,187 | 1,027,296 | Shares | Defined | 2024-11-06 | |
| 2024-03-31 | $27,334,204 | 944,513 | Shares | Defined | 2024-11-05 | |
| 2023-12-31 | $23,343,666 | 971,843 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $15,340,252 | 660,364 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $16,402,029 | 661,906 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $14,452,698 | 567,663 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $15,273,224 | 607,527 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $171,721 | 6,517 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $310,688 | 12,865 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $81,346 | 3,032 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $395,439 | 10,951 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $173,905 | 5,224 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $85,786 | 3,219 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $88,780 | 3,258 | Shares | Defined | 2021-07-20 | |
| 2020-12-31 | $63,385 | 2,115 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $572 | 23 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $19,670 | 1,139 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,447 | 232 | Shares | Defined | 2020-06-16 | |
| No filing history on record for this holder in this stock. | ||||||