Position in BWIN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$341,313
+$36,874 QoQ
Shares Held
12,841
-7.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#140
of 225 holders
Holding Since
Dec 2020
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, 2026ProShare Advisors LLC holds $359,904,592 across 9 Insurance Brokers names. BWIN ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
2,406,478 | $154,375,563 | |
| 2 | ERIE |
Erie Indemnity Co
|
641,437 | $153,784,520 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
111,237 | $18,539,870 | |
| 4 | AON |
Aon plc
|
44,812 | $14,863,692 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
53,928 | $12,380,250 | |
| 6 | WTW |
Willis Towers Watson PLC
|
19,867 | $5,192,637 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
12,841 | $341,313 | |
| 8 | CRVL |
Corvel Corp
|
4,234 | $264,709 |
All Filings in BWIN
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,313 | 12,841 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $304,439 | 13,876 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $313,471 | 13,045 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $339,140 | 12,022 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $617,277 | 14,419 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $652,876 | 14,609 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $727,563 | 18,771 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $619,711 | 12,444 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $286,278 | 8,071 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $313,275 | 10,825 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $239,551 | 9,973 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $238,545 | 8,891 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $373,955 | 10,356 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $199,673 | 5,998 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $319,133 | 11,975 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $309,124 | 11,344 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $281,718 | 9,400 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||