GEODE CAPITAL MANAGEMENT, LLC
Position in BWIN — Baldwin Insurance Group, Inc.
CIK 1214717
BOSTON, MA
Position in BWIN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$62,182,660
+$14,988,997 QoQ
Shares Held
2,339,453
+8.8% QoQ
Ownership
1.68%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#9
of 224 holders
Holding Since
Mar 2020
26 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, 2026GEODE CAPITAL MANAGEMENT, LLC holds $7,045,499,710 across 16 Insurance Brokers names. BWIN ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
13,510,274 | $2,251,757,367 | |
| 2 | AON |
Aon plc
|
5,180,553 | $1,718,337,624 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
6,298,870 | $1,446,031,585 | |
| 4 | WTW |
Willis Towers Watson PLC
|
2,601,654 | $679,994,305 | |
| 5 | BRO |
Brown & Brown, Inc.
|
8,230,737 | $528,001,778 | |
| 6 | ERIE |
Erie Indemnity Co
|
899,461 | $215,645,774 | |
| 7 | CRVL |
Corvel Corp
|
1,013,570 | $63,368,396 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
2,339,453 | $62,182,660 |
All Filings in BWIN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,182,660 | 2,339,453 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $47,193,663 | 2,151,033 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $41,767,311 | 1,738,132 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $48,232,808 | 1,709,777 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $72,595,399 | 1,695,758 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $72,214,079 | 1,615,889 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $60,571,607 | 1,562,735 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $77,207,777 | 1,550,357 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $54,660,369 | 1,541,031 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $40,909,034 | 1,413,581 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $32,913,453 | 1,370,252 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $30,186,571 | 1,299,465 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $30,941,720 | 1,248,657 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $30,628,609 | 1,203,009 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $28,848,677 | 1,147,521 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $28,594,229 | 1,085,170 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $24,284,177 | 1,005,556 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $24,579,123 | 916,106 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $31,795,577 | 880,520 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $27,897,319 | 838,009 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $21,420,603 | 803,775 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $20,236,558 | 742,626 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $18,825,056 | 628,130 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $11,921,278 | 478,574 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $6,447,409 | 373,330 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $2,814,929 | 266,818 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||