Madison Asset Management, LLC

Position in BWIN — Baldwin Insurance Group, Inc.

CIK 1299351 MADISON, WI

Position in BWIN

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$2,266,928

-$238,968 QoQ

Shares Held

103,324

-0.9% QoQ

Ownership

0.072%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2022

15 quarters on record

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

Financial Services · as of Mar 31, 2026

Madison Asset Management, LLC holds $214,480,067 across 3 Insurance Brokers names. BWIN ranks #3 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRO	Brown & Brown, Inc.	2,307,622	$150,480,030
2	MRSH	Marsh & Mclennan Companies, Inc.	355,913	$61,733,109
3	BWIN	Baldwin Insurance Group, Inc. This page	103,324	$2,266,928

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,266,928	103,324	-0.9%	Shares	Sole	2026-05-07
2025-12-31	$2,505,896	104,282	-0.6%	Shares	Sole	2026-02-04
2025-09-30	$2,960,667	104,951	-16.6%	Shares	Sole	2025-11-06
2025-06-30	$5,384,727	125,782	+35.2%	Shares	Sole	2025-08-11
2025-03-31	$4,157,242	93,024	+14.1%	Shares	Sole	2025-05-06
2024-12-31	$3,160,529	81,541	+10.0%	Shares	Sole	2025-02-10
2024-09-30	$3,692,719	74,151	-13.6%	Shares	Sole	2024-11-12
2024-06-30	$3,045,347	85,857	+0.7%	Shares	Sole	2024-08-09
2024-03-31	$2,468,553	85,299	-21.3%	Shares	Sole	2024-05-09
2023-12-31	$2,603,023	108,369	-35.9%	Shares	Sole	2024-02-12
2023-09-30	$3,930,144	169,184	-0.0%	Shares	Sole	2023-11-13
2023-06-30	$4,194,411	169,266	+0.2%	Shares	Sole	2023-08-01
2023-03-31	$4,301,263	168,942	-3.6%	Shares	Sole	2023-04-26
2022-12-31	$4,406,438	175,276	+69.6%	Shares	Sole	2023-02-08
2022-09-30	$2,723,114	103,344	—	Shares	Sole	2022-11-10
No filing history on record for this holder in this stock.