Summit Creek Advisors LLC
Position in BWIN — Baldwin Insurance Group, Inc.
CIK 1333709
MINNEAPOLIS, MN
Position in BWIN
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$2,938,138
-$629,475 QoQ
Shares Held
133,917
-9.8% QoQ
Ownership
0.094%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026Summit Creek Advisors LLC holds $2,938,138 across 1 Insurance Brokers name. BWIN ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
133,917 | $2,938,138 |
All Filings in BWIN
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,938,138 | 133,917 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,567,613 | 148,465 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,751,805 | 168,444 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $7,438,109 | 173,747 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $8,095,235 | 181,142 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||