Cambridge Investment Research Advisors, Inc.
Position in BWIN — Baldwin Insurance Group, Inc.
CIK 1419186
FAIRFIELD, IA
Position in BWIN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$819,275
+$135,120 QoQ
Shares Held
30,823
-1.2% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#11
of 42 holders
Holding Since
Jun 2020
25 quarters on record
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $15,917,510 across 7 Insurance Brokers names. BWIN ranks #5 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
21,967 | $5,042,964 | |
| 2 | BRO |
Brown & Brown, Inc.
|
61,955 | $3,974,413 | |
| 3 | AON |
Aon plc
|
8,820 | $2,925,505 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
14,829 | $2,471,549 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
30,823 | $819,275 | |
| 6 | WTW |
Willis Towers Watson PLC
|
1,399 | $365,656 | |
| 7 | ERIE |
Erie Indemnity Co
|
1,327 | $318,148 |
All Filings in BWIN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $819,275 | 30,823 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $684,155 | 31,183 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $748,510 | 31,149 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $869,827 | 30,834 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,328,651 | 31,036 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,386,864 | 31,033 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,202,839 | 31,033 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,545,493 | 31,034 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,100,775 | 31,034 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $887,676 | 30,673 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $736,765 | 30,673 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $710,210 | 30,573 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $757,598 | 30,573 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $778,388 | 30,573 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $768,605 | 30,573 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $805,598 | 30,573 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $738,337 | 30,573 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $684,701 | 25,520 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $921,527 | 25,520 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $849,560 | 25,520 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $680,108 | 25,520 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $520,747 | 19,110 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $314,235 | 10,485 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $261,181 | 10,485 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $181,075 | 10,485 | Shares | Sole | 2020-07-27 | |
| No filing history on record for this holder in this stock. | ||||||