ENVESTNET ASSET MANAGEMENT INC
Position in BWIN — Baldwin Insurance Group, Inc.
CIK 1407543
Berwyn, PA
Position in BWIN
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$3,180,400
+$321,239 QoQ
Shares Held
144,959
+21.8% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $615,363,043 across 11 Insurance Brokers names. BWIN ranks #9 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
977,349 | $211,674,246 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,133,483 | $196,602,626 | |
| 3 | AON |
Aon plc
|
423,209 | $136,603,401 | |
| 4 | BRO |
Brown & Brown, Inc.
|
521,540 | $34,009,623 | |
| 5 | WTW |
Willis Towers Watson PLC
|
62,166 | $18,071,656 | |
| 6 | CRVL |
Corvel Corp
|
101,160 | $5,528,394 | |
| 7 | ERIE |
Erie Indemnity Co
|
19,965 | $5,017,404 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
83,240 | $3,551,018 |
All Filings in BWIN
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,180,400 | 144,959 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,859,161 | 118,983 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,110,692 | 181,166 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $8,628,655 | 201,557 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $4,896,504 | 109,566 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,218,018 | 108,824 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,408,479 | 108,604 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $4,114,236 | 115,992 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,760,839 | 129,953 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,344,713 | 180,879 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,794,462 | 206,391 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,652,999 | 66,707 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,608,384 | 63,173 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,537,160 | 61,144 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,518,128 | 57,614 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,471,797 | 60,944 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $511,996 | 19,083 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $577,651 | 15,997 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $404,739 | 12,158 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $300,691 | 11,283 | Shares | Sole | 2021-08-04 | |
| 2020-06-30 | $276,734 | 16,024 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $124,131 | 11,766 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||