NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Position in BWIN — Baldwin Insurance Group, Inc.
CIK 1141802
MILWAUKEE, WI
Position in BWIN
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$11,694
-$321 QoQ
Shares Held
533
+6.6% 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
21 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, 2026NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO holds $14,739,529 across 11 Insurance Brokers names. BWIN ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
31,688 | $5,496,283 | |
| 2 | AON |
Aon plc
|
13,043 | $4,210,019 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
9,581 | $2,075,052 | |
| 4 | WTW |
Willis Towers Watson PLC
|
5,281 | $1,535,186 | |
| 5 | BRO |
Brown & Brown, Inc.
|
21,534 | $1,404,232 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
533 | $11,694 | |
| 7 | SLQT |
SelectQuote, Inc.
|
5,915 | $3,726 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
49 | $2,090 |
All Filings in BWIN
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,694 | 533 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $12,015 | 500 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $14,105 | 500 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $21,405 | 500 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $22,345 | 500 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $19,380 | 500 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $24,900 | 500 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $17,735 | 500 | Shares | Defined | 2024-08-16 | |
| 2024-03-31 | $14,470 | 500 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $12,010 | 500 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $11,615 | 500 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $12,390 | 500 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $12,730 | 500 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $12,570 | 500 | Shares | Defined | 2023-02-21 | |
| 2022-09-30 | $13,175 | 500 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $12,075 | 500 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $13,415 | 500 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $18,055 | 500 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $16,645 | 500 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $13,325 | 500 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $13,625 | 500 | Shares | Defined | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||