Position in BWIN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$56,543,680
-$11,978,297 QoQ
Shares Held
2,577,196
-9.6% QoQ
Ownership
1.81%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026WESTWOOD HOLDINGS GROUP INC holds $93,170,390 across 2 Insurance Brokers names. BWIN ranks #1 (60.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
2,577,196 | $56,543,680 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
169,114 | $36,626,710 |
All Filings in BWIN
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,543,680 | 2,577,196 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $68,521,977 | 2,851,518 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $70,216,495 | 2,489,064 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $82,217,889 | 1,920,530 | Shares | Defined | 2025-10-08 | |
| 2025-03-31 | $79,459,892 | 1,778,024 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $77,164,105 | 1,990,818 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $84,157,318 | 1,689,906 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $78,713,179 | 2,219,148 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $79,163,923 | 2,735,450 | Shares | Defined | 2024-06-06 | |
| 2023-12-31 | $72,426,785 | 3,015,270 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $40,487,961 | 1,742,917 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $49,604,455 | 2,001,794 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $37,834,298 | 1,486,029 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $10,857,513 | 431,882 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $5,538,190 | 210,178 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $10,712,046 | 443,563 | Shares | Defined | 2022-08-15 | |
| 2020-09-30 | $1,520,979 | 61,059 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $17,150,785 | 993,097 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $10,843,121 | 1,027,784 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||