Position in BWIN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,672,652
+$43,469 QoQ
Shares Held
62,929
+9.0% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#80
of 225 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026FIRST TRUST ADVISORS LP holds $392,613,162 across 8 Insurance Brokers names. BWIN ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,319,512 | $219,923,064 | |
| 2 | BRO |
Brown & Brown, Inc.
|
756,859 | $48,552,504 | |
| 3 | AON |
Aon plc
|
131,003 | $43,452,385 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
171,579 | $39,389,391 | |
| 5 | WTW |
Willis Towers Watson PLC
|
147,759 | $38,619,769 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
62,929 | $1,672,652 | |
| 7 | ERIE |
Erie Indemnity Co
|
2,250 | $539,437 | |
| 8 | CRVL |
Corvel Corp
|
7,421 | $463,960 |
All Filings in BWIN
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,672,652 | 62,929 | Shares | Sole | 2026-08-11 | |
| 2025-09-30 | $1,629,183 | 57,752 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,109,032 | 95,983 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,831,290 | 63,354 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,756,898 | 122,727 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,859,203 | 137,735 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,758,761 | 134,163 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,605,388 | 55,473 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,998,824 | 83,215 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,641,617 | 70,668 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,830,944 | 73,888 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,897,228 | 74,518 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,887,605 | 114,861 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,825,247 | 107,220 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,145,168 | 47,419 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $2,959,972 | 81,971 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||