Ameritas Investment Partners, Inc.
Position in BWIN — Baldwin Insurance Group, Inc.
CIK 1055980
LINCOLN, NE
Position in BWIN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$236,615
+$64,738 QoQ
Shares Held
8,902
+13.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
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, 2026Ameritas Investment Partners, Inc. holds $6,416,904 across 14 Insurance Brokers names. BWIN ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
22,591 | $1,449,212 | |
| 2 | WTW |
Willis Towers Watson PLC
|
4,670 | $1,220,596 | |
| 3 | AON |
Aon plc
|
2,716 | $900,869 | |
| 4 | RYAN |
Ryan Specialty Holdings, Inc.
|
21,011 | $793,375 | |
| 5 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,533 | $755,514 | |
| 6 | AJG |
Arthur J. Gallagher & Co.
|
2,209 | $507,120 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
8,902 | $236,615 | |
| 8 | CRVL |
Corvel Corp
|
2,682 | $167,678 |
All Filings in BWIN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,615 | 8,902 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $171,877 | 7,834 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $141,152 | 5,874 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $165,705 | 5,874 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $307,332 | 7,179 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $311,623 | 6,973 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $270,273 | 6,973 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $332,215 | 6,671 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $228,852 | 6,452 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $170,051 | 5,876 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $141,141 | 5,876 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $136,499 | 5,876 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $115,821 | 4,674 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $119,000 | 4,674 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $117,504 | 4,674 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $123,159 | 4,674 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $105,921 | 4,386 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $97,258 | 3,625 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $130,898 | 3,625 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $120,676 | 3,625 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $96,606 | 3,625 | Shares | Other | 2021-08-06 | |
| 2021-03-31 | $98,781 | 3,625 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $108,641 | 3,625 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $71,616 | 2,875 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $30,308 | 1,755 | Shares | Other | 2020-08-05 | |
| 2020-03-31 | $13,651 | 1,294 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||