BESSEMER GROUP INC

Position in BWIN — Baldwin Insurance Group, Inc.

CIK 1054074 WOODBRIDGE, NJ

Position in BWIN

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$225,543

-$834,900 QoQ

Shares Held

10,280

-76.7% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

BESSEMER GROUP INC holds $16,318,049 across 9 Insurance Brokers names. BWIN ranks #8 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	11,055	$3,568,329
2	MRSH	Marsh & Mclennan Companies, Inc.	20,150	$3,495,013
3	AJG	Arthur J. Gallagher & Co.	15,629	$3,384,924
4	CRVL	Corvel Corp	56,120	$3,066,958
5	BRO	Brown & Brown, Inc.	28,517	$1,859,591
6	WTW	Willis Towers Watson PLC	1,640	$476,746
7	ERIE	Erie Indemnity Co	917	$230,451
8	BWIN	Baldwin Insurance Group, Inc. This page	10,280	$225,543

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$225,543	10,280	-76.7%	Shares	Defined	2026-05-06
2025-12-31	$1,060,443	44,130	+5.6%	Shares	Defined	2026-02-05
2025-09-30	$1,179,318	41,805	0.0%	Shares	Defined	2025-11-05
2025-06-30	$1,789,671	41,805	-2.9%	Shares	Defined	2025-08-01
2025-03-31	$1,924,573	43,065	+36.4%	Shares	Defined	2025-04-23
2024-12-31	$1,224,040	31,580	-18.3%	Shares	Defined	2025-02-13
2024-09-30	$1,926,015	38,675	-31.9%	Shares	Defined	2024-11-12
2024-06-30	$2,013,276	56,760	+6.4%	Shares	Defined	2024-08-13
2024-03-31	$1,544,527	53,370	+14.1%	Shares	Defined	2024-08-13
2023-12-31	$1,123,414	46,770	+33.4%	Shares	Defined	2024-02-09
2023-09-30	$814,675	35,070	+94.5%	Shares	Defined	2023-11-13
2023-06-30	$446,807	18,031	—	Shares	Defined	2023-08-10
No filing history on record for this holder in this stock.