Position in BWIN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,619,253
-$32,234,561 QoQ
Shares Held
60,920
-96.1% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#82
of 226 holders
Holding Since
Mar 2026
2 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, 2026NOMURA HOLDINGS INC holds $21,353,495 across 8 Insurance Brokers names. BWIN ranks #5 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
34,841 | $5,806,949 | |
| 2 | AON |
Aon plc
|
15,428 | $5,117,312 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
18,572 | $4,263,572 | |
| 4 | WTW |
Willis Towers Watson PLC
|
8,084 | $2,112,913 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
60,920 | $1,619,253 | |
| 6 | BRO |
Brown & Brown, Inc.
|
18,761 | $1,203,517 | |
| 7 | TREE |
LendingTree, Inc.
|
21,102 | $934,607 | |
| 8 | ERIE |
Erie Indemnity Co
|
1,232 | $295,372 |
All Filings in BWIN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,619,253 | 60,920 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $33,853,814 | 1,543,018 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||