Position in BWIN
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$383,467
+$62,355 QoQ
Shares Held
17,478
+30.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.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, 2026NATIXIS ADVISORS, LLC holds $474,763,588 across 9 Insurance Brokers names. BWIN ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
849,616 | $147,365,894 | |
| 2 | BRO |
Brown & Brown, Inc.
|
1,769,749 | $115,405,332 | |
| 3 | AON |
Aon plc
|
341,937 | $110,370,424 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
322,329 | $69,810,014 | |
| 5 | WTW |
Willis Towers Watson PLC
|
96,603 | $28,082,492 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
64,923 | $2,769,615 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
17,478 | $383,467 | |
| 8 | NP |
Neptune Insurance Holdings Inc.
|
15,282 | $369,671 |
All Filings in BWIN
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $383,467 | 17,478 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $321,112 | 13,363 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $636,897 | 22,577 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,015,538 | 23,722 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,032,607 | 23,106 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $863,262 | 22,272 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $1,507,147 | 30,264 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $1,028,027 | 28,983 | Shares | Defined | 2024-08-01 | |
| 2024-03-31 | $768,212 | 26,545 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $557,840 | 23,224 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $442,810 | 19,062 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $418,360 | 16,883 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $362,041 | 14,220 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $441,382 | 17,557 | Shares | Defined | 2023-01-27 | |
| 2022-09-30 | $462,468 | 17,551 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $391,495 | 16,211 | Shares | Defined | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||