HARBOR CAPITAL ADVISORS, INC.
Position in BWIN — Baldwin Insurance Group, Inc.
CIK 1039128
CHICAGO, IL
Position in BWIN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$726,298
+$80,144 QoQ
Shares Held
27,325
-7.2% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#111
of 224 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026HARBOR CAPITAL ADVISORS, INC. holds $3,608,572 across 4 Insurance Brokers names. BWIN ranks #3 (20.1% of the industry book) .
All Filings in BWIN
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $726,298 | 27,325 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $646,154 | 29,451 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $566,339 | 23,568 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,421,671 | 50,396 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $4,784,659 | 111,765 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $4,369,698 | 97,778 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,000,287 | 51,607 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $2,533,326 | 50,870 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||