Position in BWIN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$603,179
-$458,629 QoQ
Shares Held
22,693
-53.1% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#119
of 225 holders
Holding Since
Jun 2020
21 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $168,893,343 across 10 Insurance Brokers names. BWIN ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
394,645 | $65,775,482 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
179,131 | $41,123,103 | |
| 3 | AON |
Aon plc
|
106,629 | $35,367,773 | |
| 4 | BRO |
Brown & Brown, Inc.
|
196,094 | $12,579,430 | |
| 5 | WTW |
Willis Towers Watson PLC
|
42,377 | $11,076,076 | |
| 6 | CRVL |
Corvel Corp
|
18,576 | $1,161,371 | |
| 7 | ERIE |
Erie Indemnity Co
|
3,559 | $853,270 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
22,693 | $603,179 |
All Filings in BWIN
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $603,179 | 22,693 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,061,808 | 48,396 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,596,745 | 66,448 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,946,884 | 69,014 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,378,051 | 78,908 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,290,480 | 73,629 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,598,702 | 67,046 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,766,788 | 55,558 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,731,858 | 48,826 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $318,774 | 11,015 | Shares | Sole | 2024-05-10 | |
| 2022-12-31 | $557,152 | 22,162 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $622,861 | 23,638 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $578,730 | 23,964 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $486,401 | 18,129 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $689,556 | 19,096 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $606,111 | 18,207 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $473,970 | 17,785 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $523,418 | 19,208 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $576,982 | 19,252 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $493,566 | 19,814 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $336,281 | 19,472 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||