MAI Capital Management
Position in BWIN — Baldwin Insurance Group, Inc.
CIK 1040197
INDEPENDENCE, OH
Position in BWIN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,885,742
+$1,026,976 QoQ
Shares Held
221,435
-0.0% QoQ
Ownership
0.159%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#50
of 226 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026MAI Capital Management holds $24,328,569 across 8 Insurance Brokers names. BWIN ranks #2 (24.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ERIE |
Erie Indemnity Co
|
29,430 | $7,055,842 | |
| 2 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
221,435 | $5,885,742 | |
| 3 | AON |
Aon plc
|
16,848 | $5,588,312 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
18,518 | $3,086,395 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
9,379 | $2,153,137 | |
| 6 | WTW |
Willis Towers Watson PLC
|
1,233 | $322,269 | |
| 7 | BRO |
Brown & Brown, Inc.
|
3,554 | $227,988 | |
| 8 | SLQT |
SelectQuote, Inc.
|
10,565 | $8,884 |
All Filings in BWIN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,885,742 | 221,435 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,858,766 | 221,457 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,298,149 | 178,866 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,044,850 | 178,832 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $7,516,665 | 175,582 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,846,759 | 175,582 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,963,660 | 179,661 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,358,962 | 127,690 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $4,901,599 | 138,190 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,999,218 | 138,190 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,292,516 | 53,810 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,124,633 | 48,413 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,204,630 | 48,613 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,237,686 | 48,613 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,130,922 | 44,985 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,185,354 | 44,985 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,062,237 | 43,985 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,174,751 | 43,785 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,581,076 | 43,785 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,516,226 | 45,546 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,213,800 | 45,546 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,241,128 | 45,546 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,311,067 | 43,746 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,101,420 | 44,216 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $747,376 | 43,276 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $435,018 | 41,234 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||