Position in BWIN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$59,458,891
-$12,881,693 QoQ
Shares Held
2,710,068
-10.0% QoQ
Ownership
1.90%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BWIN 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. BWIN ranks #1 (42.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
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
|
1,208,794 | $16,149,487 |
All Filings in BWIN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $59,458,891 | 2,710,068 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $72,340,584 | 3,010,428 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $84,917,826 | 3,010,203 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $128,858,100 | 3,010,000 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $134,516,900 | 3,010,000 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $116,667,600 | 3,010,000 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $149,898,000 | 3,010,000 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $115,632,200 | 3,260,000 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $94,342,489 | 3,259,934 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $78,305,200 | 3,260,000 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $72,245,300 | 3,110,000 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $77,115,360 | 3,112,000 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $93,224,972 | 3,661,625 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $94,969,517 | 3,777,626 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $102,270,199 | 3,881,222 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $93,719,436 | 3,880,722 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $101,436,771 | 3,780,722 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $138,448,520 | 3,834,077 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $129,435,281 | 3,888,113 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $100,417,386 | 3,768,007 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $102,678,190 | 3,768,007 | Shares | Defined | 2021-05-19 | |
| 2020-12-31 | $107,600,661 | 3,590,279 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $77,843,924 | 3,125,007 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $53,968,870 | 3,125,007 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $34,354,703 | 3,256,370 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||