Capital Research Global Investors

Position in BWIN — Baldwin Insurance Group, Inc.

CIK 1422848 Los Angeles, CA

Position in BWIN

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$33,850,107

-$38,650,109 QoQ

Shares Held

1,542,849

-48.9% QoQ

Ownership

1.08%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Capital Research Global Investors holds $2,893,253,215 across 4 Insurance Brokers names. BWIN ranks #4 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	11,301,188	$1,960,191,058
2	AJG	Arthur J. Gallagher & Co.	2,980,131	$645,436,771
3	BRO	Brown & Brown, Inc.	3,891,662	$253,775,279
4	BWIN	Baldwin Insurance Group, Inc. This page	1,542,849	$33,850,107

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.