CANADA LIFE ASSURANCE Co
InsurancePosition in BWIN — Baldwin Insurance Group, Inc.
CIK 1046192
WINNIPEG, A2
Position in BWIN
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$164,769
-$15,696 QoQ
Shares Held
7,510
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
21 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, 2026CANADA LIFE ASSURANCE Co holds $313,546,243 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.
|
1,337,344 | $231,962,316 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
196,139 | $42,479,784 | |
| 3 | WTW |
Willis Towers Watson PLC
|
82,279 | $23,918,505 | |
| 4 | BRO |
Brown & Brown, Inc.
|
124,300 | $8,105,603 | |
| 5 | ERIE |
Erie Indemnity Co
|
18,082 | $4,544,187 | |
| 6 | CRVL |
Corvel Corp
|
26,453 | $1,445,656 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
21,693 | $925,423 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
7,510 | $164,769 |
All Filings in BWIN
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| 2022-03-31 | $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. | ||||||