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Equibles

CITADEL ADVISORS LLC

Position in BWIN — Baldwin Insurance Group, Inc.

CIK 1423053 MIAMI, FL
Back to BWIN Full portfolio

Position in BWIN

as of Jun 30, 2026 · filed Sep 2, 2026
Position Value
$1,966,706
+$1,966,706 QoQ
Shares Held
73,992
Ownership
0.053%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#78
of 226 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in BWIN Over Time

Shares Held

Position Value (USD)

Derivatives in BWIN

reported options exposure · as of Jun 30, 2026
CallValue
$212,640
CallShares
8,000
PutValue
$225,930
PutShares
8,500

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

CITADEL ADVISORS LLC holds $292,697,337 across 16 Insurance Brokers names. BWIN ranks #11 (0.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WTW
Willis Towers Watson PLC
 382,807 $100,054,264
2 BRO
Brown & Brown, Inc.
 675,291 $43,319,917
3 MRSH
Marsh & Mclennan Companies, Inc.
 230,808 $38,468,768
4 AON
Aon plc
 105,569 $35,016,181
5 AJG
Arthur J. Gallagher & Co.
 110,798 $25,435,896
6 ARX
Accelerant Holdings
 1,747,985 $20,486,384
7 ERIE
Erie Indemnity Co
 57,083 $13,685,649
8 TWFG
TWFG, Inc.
 214,589 $5,160,864

All Filings in BWIN

Export CSV
50 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $212,640 8,000
2026-06-30 $225,930 8,500
2026-06-30 $1,966,706 73,992
2026-03-31 $261,086 11,900
2025-12-31 $6,484,206 269,838
2025-09-30 $471,107 16,700
2025-06-30 $321,075 7,500
2025-03-31 $750,792 16,800
2025-03-31 $98,318 2,200
2024-12-31 $937,992 24,200
2024-12-31 $271,320 7,000
2024-09-30 $956,160 19,200
2024-09-30 $24,900 500
2024-06-30 $351,153 9,900
2024-06-30 $4,297,190 121,150
2024-06-30 $3,547 100
2024-03-31 $1,616,848 55,869
2024-03-31 $269,142 9,300
2024-03-31 $66,562 2,300
2023-12-31 $2,351,965 97,917
2023-12-31 $117,698 4,900
2023-12-31 $437,164 18,200
2023-09-30 $332,189 14,300
2023-09-30 $815,373 35,100
2023-09-30 $1,548,929 66,678
2023-06-30 $166,026 6,700
2023-06-30 $1,623,090 65,500
2023-06-30 $6,384,591 257,651
2023-03-31 $76,380 3,000
2023-03-31 $229,140 9,000
2023-03-31 $4,379 172
2022-12-31 $216,204 8,600
2022-12-31 $1,217,731 48,438
2022-12-31 $45,252 1,800
2022-09-30 $670,237 25,436
2022-06-30 $1,082,258 44,814
2022-03-31 $12,078,865 450,200
2022-03-31 $1,172,471 43,700
2021-12-31 $512,762 14,200
2021-12-31 $3,446,085 95,433
2021-09-30 $452,744 13,600
2021-09-30 $579,246 17,400
2021-09-30 $5,880,178 176,635
2021-06-30 $4,468,272 167,665
2021-06-30 $362,440 13,600
2021-03-31 $618,575 22,700
2021-03-31 $4,058,369 148,931
2021-03-31 $493,225 18,100
2020-12-31 $1,484,414 49,530
2020-09-30 $889,237 35,698