Bank of New York Mellon Corp
BankPosition in BWIN — Baldwin Insurance Group, Inc.
CIK 1390777
NEW YORK, NY
Position in BWIN
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$85,962,823
+$16,903,324 QoQ
Shares Held
3,918,087
+36.3% QoQ
Ownership
2.75%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 89.64134793331542.ToString("F0")%
Shared 0.ToString("F0")%
None 10.358652066684582.ToString("F0")%
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Bank of New York Mellon Corp holds $2,298,132,760 across 14 Insurance Brokers names. BWIN ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
3,321,092 | $1,071,982,061 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,254,021 | $564,409,933 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,287,455 | $278,836,995 | |
| 4 | WTW |
Willis Towers Watson PLC
|
505,357 | $146,907,271 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,391,069 | $90,711,604 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
3,918,087 | $85,962,823 | |
| 7 | ERIE |
Erie Indemnity Co
|
164,581 | $41,360,845 | |
| 8 | CRVL |
Corvel Corp
|
184,425 | $10,078,821 |
All Filings in BWIN
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $85,962,823 | 3,918,087 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $69,059,499 | 2,873,887 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $64,712,352 | 2,293,951 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $37,077,007 | 866,083 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $37,403,113 | 836,946 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $37,090,795 | 956,935 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $43,430,179 | 872,092 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $36,768,482 | 1,036,608 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $35,668,054 | 1,232,483 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $31,381,548 | 1,306,476 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $26,337,728 | 1,133,781 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $22,121,845 | 892,730 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $24,007,452 | 942,948 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $22,694,403 | 902,721 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $23,909,171 | 907,369 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $21,792,353 | 902,375 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $24,745,038 | 922,290 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $39,243,913 | 1,086,788 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $38,149,040 | 1,145,961 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $29,530,650 | 1,108,092 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $30,744,784 | 1,128,249 | Shares | Defined | 2021-05-13 | |
| 2020-09-30 | $17,678,451 | 709,693 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $11,382,293 | 659,079 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $639,719 | 60,637 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||