Position in BWIN
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$304,439
-$9,032 QoQ
Shares Held
13,876
+6.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
16 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, 2026ProShare Advisors LLC holds $343,009,629 across 9 Insurance Brokers names. BWIN ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ERIE |
Erie Indemnity Co
|
597,974 | $150,276,845 | |
| 2 | BRO |
Brown & Brown, Inc.
|
2,187,864 | $142,670,611 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
107,885 | $18,712,653 | |
| 4 | AON |
Aon plc
|
43,186 | $13,939,577 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
51,795 | $11,217,761 | |
| 6 | WTW |
Willis Towers Watson PLC
|
19,354 | $5,626,207 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
13,876 | $304,439 | |
| 8 | CRVL |
Corvel Corp
|
4,551 | $248,712 |
All Filings in BWIN
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||