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Champlain Investment Partners, LLC

Position in BWIN — Baldwin Insurance Group, Inc.

CIK 1315478 BURLINGTON, VT

Position in BWIN

as of Mar 31, 2026 · filed May 13, 2026
Position Value
$22,691,664
-$65,027,688 QoQ
Shares Held
1,034,260
-71.7% QoQ
Ownership
0.725%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority Sole 93.70806180264151.ToString("F0")% Shared 0.ToString("F0")% None 6.291938197358498.ToString("F0")%

Common Shares in BWIN Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Mar 31, 2026

Champlain Investment Partners, LLC holds $85,832,811 across 2 Insurance Brokers names. BWIN ranks #2 (26.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 BWIN
Baldwin Insurance Group, Inc.
This page
1,034,260 $22,691,664

All Filings in BWIN

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23 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $22,691,664 1,034,260
2025-12-31 $87,719,352 3,650,410
2025-12-31 $87,719,352 3,650,410
2025-09-30 $110,466,946 3,915,879
2025-09-30 $110,466,946 3,915,879
2025-06-30 $139,408,453 3,256,446
2025-03-31 $118,306,719 2,647,275
2024-12-31 $77,720,427 2,005,171
2024-09-30 $127,524,204 2,560,727
2024-06-30 $150,348,639 4,238,755
2024-03-31 $116,430,684 4,023,175
2023-12-31 $85,527,773 3,560,690
2023-09-30 $86,921,665 3,741,785
2023-06-30 $82,255,847 3,319,445
2023-03-31 $88,322,267 3,469,060
2022-12-31 $83,070,102 3,304,300
2022-09-30 $90,433,858 3,432,025
2022-06-30 $83,341,167 3,450,980
2022-03-31 $85,618,956 3,191,165
2021-12-31 $96,974,488 2,685,530
2021-09-30 $80,292,151 2,411,900
2021-06-30 $52,497,968 1,969,905
2021-03-31 $27,807,535 1,020,460