CANADA LIFE ASSURANCE Co
InsurancePosition in BWIN — Baldwin Insurance Group, Inc.
CIK 1046192
WINNIPEG, A2
Position in BWIN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$199,615
+$34,846 QoQ
Shares Held
7,510
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#159
of 225 holders
Holding Since
Dec 2020
23 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, 2026CANADA LIFE ASSURANCE Co holds $268,785,604 across 8 Insurance Brokers names. BWIN ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,155,368 | $192,565,184 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
179,937 | $41,308,137 | |
| 3 | WTW |
Willis Towers Watson PLC
|
75,304 | $19,682,206 | |
| 4 | BRO |
Brown & Brown, Inc.
|
124,842 | $8,008,614 | |
| 5 | ERIE |
Erie Indemnity Co
|
18,551 | $4,447,602 | |
| 6 | CRVL |
Corvel Corp
|
25,389 | $1,587,320 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
20,349 | $986,926 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
7,510 | $199,615 |
All Filings in BWIN
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $199,615 | 7,510 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $164,769 | 7,510 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $180,465 | 7,510 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $579,828 | 20,554 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $875,550 | 20,452 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $823,502 | 18,427 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $714,230 | 18,427 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $794,559 | 15,955 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $483,349 | 13,627 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $161,080 | 5,566 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $133,695 | 5,566 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $129,298 | 5,566 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $68,392 | 2,760 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $70,269 | 2,760 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $69,386 | 2,760 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $72,726 | 2,760 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $66,654 | 2,760 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $74,050 | 2,760 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $99,663 | 2,760 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $72,805 | 2,187 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $58,283 | 2,187 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $86,355 | 3,169 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $67,222 | 2,243 | Shares | Defined | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||