INTECH INVESTMENT MANAGEMENT LLC
Position in BWIN — Baldwin Insurance Group, Inc.
CIK 1086318
WEST PALM BEACH, FL
Position in BWIN
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$411,747
-$214,739 QoQ
Shares Held
18,767
-28.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 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, 2026INTECH INVESTMENT MANAGEMENT LLC holds $76,029,168 across 10 Insurance Brokers names. BWIN ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
144,445 | $46,623,956 | |
| 2 | WTW |
Willis Towers Watson PLC
|
61,496 | $17,876,886 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
34,370 | $5,961,476 | |
| 4 | BRO |
Brown & Brown, Inc.
|
30,914 | $2,015,901 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
9,023 | $1,954,200 | |
| 6 | CRVL |
Corvel Corp
|
9,637 | $526,662 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
18,767 | $411,747 | |
| 8 | ERIE |
Erie Indemnity Co
|
1,588 | $399,080 |
All Filings in BWIN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $411,747 | 18,767 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $626,486 | 26,071 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $819,387 | 29,046 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,181,984 | 27,610 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,265,799 | 28,324 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $1,101,559 | 28,420 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $777,029 | 15,603 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||