PALISADE CAPITAL MANAGEMENT, LP
Position in BWIN — Baldwin Insurance Group, Inc.
CIK 1009006
FORT LEE, NJ
Position in BWIN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,974,158
New position
Shares Held
363,453
first reported quarter
Ownership
0.255%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 57%
Shared 43%
None 0%
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026PALISADE CAPITAL MANAGEMENT, LP holds $8,546,196 across 2 Insurance Brokers names. BWIN ranks #1 (93.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
363,453 | $7,974,158 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,298 | $572,038 |
All Filings in BWIN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,974,158 | 363,453 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||