Orion Porfolio Solutions, LLC
Position in BWIN — Baldwin Insurance Group, Inc.
CIK 1360533
OMAHA, NE
Position in BWIN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,025,004
+$496,294 QoQ
Shares Held
38,563
+60.0% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#95
of 224 holders
Holding Since
Dec 2021
7 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $23,118,743 across 7 Insurance Brokers names. BWIN ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
30,460 | $10,103,277 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
25,942 | $4,323,753 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
15,134 | $3,474,312 | |
| 4 | WTW |
Willis Towers Watson PLC
|
8,770 | $2,292,214 | |
| 5 | BRO |
Brown & Brown, Inc.
|
20,016 | $1,284,026 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
38,563 | $1,025,004 | |
| 7 | ERIE |
Erie Indemnity Co
|
2,570 | $616,157 |
All Filings in BWIN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,025,004 | 38,563 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $528,710 | 24,098 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $418,987 | 17,436 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $659,239 | 23,369 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $961,298 | 22,455 | Shares | Sole | 2025-08-27 | |
| 2022-03-31 | $236,828 | 8,827 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $504,348 | 13,967 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||