Position in BWIN
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$576,868
-$63,819 QoQ
Shares Held
26,293
-1.4% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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, 2026ASSETMARK, INC holds $154,781,917 across 8 Insurance Brokers names. BWIN ranks #4 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
628,686 | $109,045,586 | |
| 2 | AON |
Aon plc
|
80,499 | $25,983,467 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
86,198 | $18,668,762 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
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|
26,293 | $576,868 | |
| 5 | WTW |
Willis Towers Watson PLC
|
1,095 | $318,316 | |
| 6 | BRO |
Brown & Brown, Inc.
|
2,628 | $171,371 | |
| 7 | ERIE |
Erie Indemnity Co
|
67 | $16,837 | |
| 8 | CRVL |
Corvel Corp
|
13 | $710 |
All Filings in BWIN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $576,868 | 26,293 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $640,687 | 26,662 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $772,276 | 27,376 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,215,975 | 28,404 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $43,349 | 970 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $37,597 | 970 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $48,306 | 970 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $34,405 | 970 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||