Position in BWIN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,642,571
+$2,272,327 QoQ
Shares Held
438,020
+2.6% QoQ
Ownership
0.314%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#39
of 225 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026BECK MACK & OLIVER LLC holds $255,424,101 across 2 Insurance Brokers names. BWIN ranks #2 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
1,061,905 | $243,781,530 | |
| 2 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
438,020 | $11,642,571 |
All Filings in BWIN
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,642,571 | 438,020 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,370,244 | 427,085 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,963,293 | 289,775 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||