INTECH INVESTMENT MANAGEMENT LLC
Position in BWIN — Baldwin Insurance Group, Inc.
CIK 1086318
WEST PALM BEACH, FL
Position in BWIN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$456,564
+$44,817 QoQ
Shares Held
17,177
-8.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#130
of 226 holders
Holding Since
Sep 2024
8 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, 2026INTECH INVESTMENT MANAGEMENT LLC holds $47,269,699 across 11 Insurance Brokers names. BWIN ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
|
77,631 | $20,290,413 | |
| 2 | AON |
Aon plc
|
49,781 | $16,511,859 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
25,237 | $4,206,250 | |
| 4 | BRO |
Brown & Brown, Inc.
|
35,703 | $2,290,346 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
8,929 | $2,049,830 | |
| 6 | CRVL |
Corvel Corp
|
8,102 | $506,537 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
17,177 | $456,564 | |
| 8 | ERIE |
Erie Indemnity Co
|
1,588 | $380,723 |
All Filings in BWIN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $456,564 | 17,177 | Shares | Sole | 2026-08-10 | |
| 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. | ||||||