SMITH CHAS P & ASSOCIATES PA CPAS
Position in BWIN — Baldwin Insurance Group, Inc.
CIK 1082509
LAKELAND, FL
Position in BWIN
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$3,295,015
+$1,919,058 QoQ
Shares Held
150,183
+162.3% QoQ
Ownership
0.105%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
7 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 Mar 31, 2026SMITH CHAS P & ASSOCIATES PA CPAS holds $3,606,497 across 2 Insurance Brokers names. BWIN ranks #1 (91.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
150,183 | $3,295,015 | |
| 2 | AON |
Aon plc
|
965 | $311,482 |
All Filings in BWIN
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,295,015 | 150,183 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,375,957 | 57,260 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,615,304 | 57,260 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,451,300 | 57,260 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,098,804 | 69,340 | Shares | Sole | 2025-05-08 | |
| 2024-09-30 | $226,490 | 4,548 | Shares | Sole | 2024-10-11 | |
| 2024-03-31 | $1,513,417 | 52,295 | Shares | Sole | 2024-04-25 | |
| No filing history on record for this holder in this stock. | ||||||