Capital Research Global Investors

Position in BWIN — Baldwin Insurance Group, Inc.

CIK 1422848 Los Angeles, CA

Position in BWIN

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$34,772,035

+$921,928 QoQ

Shares Held

1,308,203

-15.2% QoQ

Ownership

0.938%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#20

of 225 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Capital Research Global Investors holds $2,708,404,747 across 4 Insurance Brokers names. BWIN ranks #4 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	10,973,649	$1,828,978,078
2	AJG	Arthur J. Gallagher & Co.	2,585,853	$593,634,273
3	BRO	Brown & Brown, Inc.	3,913,022	$251,020,361
4	BWIN	Baldwin Insurance Group, Inc. This page	1,308,203	$34,772,035

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34,772,035	1,308,203	-15.2%	Shares	Defined	2026-08-12
2026-03-31	$33,850,107	1,542,849	-48.9%	Shares	Defined	2026-05-13
2025-12-31	$72,500,216	3,017,071	-33.2%	Shares	Defined	2026-02-11
2025-09-30	$127,318,782	4,513,250	0.0%	Shares	Defined	2025-11-13
2025-06-30	$193,212,232	4,513,250	+77.2%	Shares	Defined	2025-08-13
2025-03-31	$113,792,761	2,546,269	+12.7%	Shares	Defined	2025-05-12
2024-12-31	$87,572,095	2,259,342	—	Shares	Defined	2025-02-13
No filing history on record for this holder in this stock.