GEODE CAPITAL MANAGEMENT, LLC

Position in BWIN — Baldwin Insurance Group, Inc.

CIK 1214717 BOSTON, MA

Back to BWIN Full portfolio

Position in BWIN

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$47,193,663

+$5,426,352 QoQ

Shares Held

2,151,033

+23.8% QoQ

Ownership

1.51%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in BWIN Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Mar 31, 2026

GEODE CAPITAL MANAGEMENT, LLC holds $7,013,067,880 across 17 Insurance Brokers names. BWIN ranks #8 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	13,404,172	$2,324,953,632
2	AON	Aon plc	5,244,309	$1,692,758,058
3	AJG	Arthur J. Gallagher & Co.	6,243,640	$1,352,247,550
4	WTW	Willis Towers Watson PLC	2,589,972	$752,904,860
5	BRO	Brown & Brown, Inc.	8,138,153	$530,688,956
6	ERIE	Erie Indemnity Co	862,023	$216,634,999
7	CRVL	Corvel Corp	937,552	$51,237,216
8	BWIN	Baldwin Insurance Group, Inc. This page	2,151,033	$47,193,663

All Filings in BWIN

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$47,193,663	2,151,033	+23.8%	Shares	Defined	2026-05-15
2025-12-31	$41,767,311	1,738,132	+1.7%	Shares	Defined	2026-02-09
2025-09-30	$48,232,808	1,709,777	+0.8%	Shares	Defined	2025-11-12
2025-06-30	$72,595,399	1,695,758	+4.9%	Shares	Defined	2025-08-08
2025-03-31	$72,214,079	1,615,889	+3.4%	Shares	Defined	2025-05-13
2024-12-31	$60,571,607	1,562,735	+0.8%	Shares	Defined	2025-02-12
2024-09-30	$77,207,777	1,550,357	+0.6%	Shares	Defined	2024-11-12
2024-06-30	$54,660,369	1,541,031	+9.0%	Shares	Defined	2024-08-09
2024-03-31	$40,909,034	1,413,581	+3.2%	Shares	Defined	2024-05-13
2023-12-31	$32,913,453	1,370,252	+5.4%	Shares	Defined	2024-02-13
2023-09-30	$30,186,571	1,299,465	+4.1%	Shares	Defined	2023-11-13
2023-06-30	$30,941,720	1,248,657	+3.8%	Shares	Defined	2023-08-11
2023-03-31	$30,628,609	1,203,009	+4.8%	Shares	Defined	2023-05-15
2022-12-31	$28,848,677	1,147,521	+5.7%	Shares	Defined	2023-02-13
2022-09-30	$28,594,229	1,085,170	+7.9%	Shares	Defined	2022-11-14
2022-06-30	$24,284,177	1,005,556	+9.8%	Shares	Defined	2022-08-12
2022-03-31	$24,579,123	916,106	+4.0%	Shares	Defined	2022-05-13
2021-12-31	$31,795,577	880,520	+5.1%	Shares	Defined	2022-02-11
2021-09-30	$27,897,319	838,009	+4.3%	Shares	Defined	2021-11-12
2021-06-30	$21,420,603	803,775	+8.2%	Shares	Defined	2021-08-13
2021-03-31	$20,236,558	742,626	+18.2%	Shares	Defined	2021-05-12
2020-12-31	$18,825,056	628,130	+31.3%	Shares	Defined	2021-02-12
2020-09-30	$11,921,278	478,574	+28.2%	Shares	Defined	2020-11-13
2020-06-30	$6,447,409	373,330	+39.9%	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.