Position in BWIN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$11,429
+$1,995 QoQ
Shares Held
430
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#190
of 224 holders
Holding Since
Jun 2022
17 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, 2026PRIVATE TRUST CO NA holds $1,978,927 across 6 Insurance Brokers names. BWIN ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
3,215 | $1,066,383 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,547 | $424,508 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,468 | $337,008 | |
| 4 | WTW |
Willis Towers Watson PLC
|
271 | $70,831 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,072 | $68,768 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
430 | $11,429 |
All Filings in BWIN
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,429 | 430 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $9,434 | 430 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $10,332 | 430 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $10,353 | 367 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $7,491 | 175 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $7,820 | 175 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $6,783 | 175 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $8,715 | 175 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $6,207 | 175 | Shares | Defined | 2024-07-23 | |
| 2024-03-31 | $4,427 | 153 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $3,675 | 153 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $3,066 | 132 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $3,270 | 132 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $3,360 | 132 | Shares | Defined | 2023-04-12 | |
| 2022-12-31 | $9,653 | 384 | Shares | Defined | 2023-01-18 | |
| 2022-09-30 | $13,359 | 507 | Shares | Defined | 2022-10-17 | |
| 2022-06-30 | $12,751 | 528 | Shares | Defined | 2022-09-16 | |
| No filing history on record for this holder in this stock. | ||||||