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Equibles

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Position in BWIN — Baldwin Insurance Group, Inc.

CIK 1141802 MILWAUKEE, WI
Back to BWIN Full portfolio

Position in BWIN

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$13,290
+$1,596 QoQ
Shares Held
500
-6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
22 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, 2026

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO holds $17,513,805 across 11 Insurance Brokers names. BWIN ranks #7 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MRSH
Marsh & Mclennan Companies, Inc.
 34,062 $5,677,113
2 AON
Aon plc
 13,590 $4,507,667
3 WTW
Willis Towers Watson PLC
 12,330 $3,222,692
4 AJG
Arthur J. Gallagher & Co.
 9,401 $2,158,187
5 BRO
Brown & Brown, Inc.
 22,738 $1,458,642
6 RYAN
Ryan Specialty Holdings, Inc.
 11,778 $444,737
7 BWIN
Baldwin Insurance Group, Inc.
This page 		500 $13,290
8 GSHD
Goosehead Insurance, Inc.
 237 $11,494

All Filings in BWIN

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $13,290 500
2026-03-31 $11,694 533
2025-12-31 $12,015 500
2025-09-30 $14,105 500
2025-06-30 $21,405 500
2025-03-31 $22,345 500
2024-12-31 $19,380 500
2024-09-30 $24,900 500
2024-06-30 $17,735 500
2024-03-31 $14,470 500
2023-12-31 $12,010 500
2023-09-30 $11,615 500
2023-06-30 $12,390 500
2023-03-31 $12,730 500
2022-12-31 $12,570 500
2022-09-30 $13,175 500
2022-06-30 $12,075 500
2022-03-31 $13,415 500
2021-12-31 $18,055 500
2021-09-30 $16,645 500
2021-06-30 $13,325 500
2021-03-31 $13,625 500