Boston Partners

Position in BWIN — Baldwin Insurance Group, Inc.

CIK 1386060 BOSTON, MA

Position in BWIN

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$31,705,154

+$14,752,051 QoQ

Shares Held

1,192,820

+54.4% QoQ

Ownership

0.855%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#21

of 225 holders

Holding Since

Dec 2023

9 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Financial Services · as of Jun 30, 2026

Boston Partners holds $803,715,030 across 4 Insurance Brokers names. BWIN ranks #3 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	2,089,773	$693,156,804
2	MRSH	Marsh & Mclennan Companies, Inc.	457,791	$76,300,025
3	BWIN	Baldwin Insurance Group, Inc. This page	1,192,820	$31,705,154
4	AJG	Arthur J. Gallagher & Co.	11,121	$2,553,047

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$31,705,154	1,192,820	+54.4%	Shares	Defined	2026-08-04
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.