Boston Partners

Position in BWIN — Baldwin Insurance Group, Inc.

CIK 1386060 BOSTON, MA

Position in BWIN

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$16,953,103

+$15,797,837 QoQ

Shares Held

772,703

+1507.3% QoQ

Ownership

0.542%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

8 quarters on record

Voting authority Sole 90.73757963926631.ToString("F0")% Shared 0.ToString("F0")% None 9.262420360733683.ToString("F0")%

Financial Services · as of Mar 31, 2026

Boston Partners holds $824,301,356 across 4 Insurance Brokers names. BWIN ranks #3 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	1,955,032	$631,045,227
2	AJG	Arthur J. Gallagher & Co.	808,257	$175,052,299
3	BWIN	Baldwin Insurance Group, Inc. This page	772,703	$16,953,103
4	BRO	Brown & Brown, Inc.	19,180	$1,250,727

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$16,953,103	772,703	+1507.3%	Shares	Other	2026-05-11
2025-12-31	$1,155,266	48,076	-92.0%	Shares	Defined	2026-02-13
2025-03-31	$26,857,527	600,974	+14.3%	Shares	Defined	2025-05-13
2024-12-31	$20,386,403	525,965	+6.3%	Shares	Defined	2025-02-11
2024-09-30	$24,629,586	494,570	-4.9%	Shares	Other	2024-11-12
2024-06-30	$18,452,450	520,227	-64.8%	Shares	Other	2024-08-14
2024-03-31	$42,820,954	1,479,646	+17.0%	Shares	Defined	2024-05-28
2023-12-31	$30,374,899	1,264,567	—	Shares	Other	2024-02-07
No filing history on record for this holder in this stock.