CONFLUENCE INVESTMENT MANAGEMENT LLC
Position in BWIN — Baldwin Insurance Group, Inc.
CIK 1442056
ST. LOUIS, MO
Position in BWIN
as of Mar 31, 2026
· filed Apr 1, 2026
Position Value
$14,011,695
+$86,240 QoQ
Shares Held
638,637
+10.2% QoQ
Ownership
0.458%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Jun 30, 2026CONFLUENCE INVESTMENT MANAGEMENT LLC holds $31,900,500 across 2 Insurance Brokers names.
All Filings in BWIN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,011,695 | 638,637 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $13,925,455 | 579,503 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $11,456,447 | 406,113 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $17,690,289 | 413,228 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $18,905,745 | 423,042 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $16,746,877 | 432,066 | Shares | Sole | 2025-01-02 | |
| 2024-09-30 | $21,839,490 | 438,544 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $12,265,135 | 345,789 | Shares | Sole | 2024-07-01 | |
| 2024-03-31 | $3,592,061 | 124,121 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $3,329,267 | 138,604 | Shares | Sole | 2024-11-05 | |
| 2023-09-30 | $3,409,722 | 146,781 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $9,929,989 | 400,726 | Shares | Sole | 2023-07-03 | |
| 2023-03-31 | $11,022,397 | 432,930 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $11,038,144 | 439,067 | Shares | Sole | 2023-01-04 | |
| 2022-09-30 | $13,377,552 | 507,687 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $13,504,824 | 559,206 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $15,933,021 | 593,851 | Shares | Sole | 2022-04-04 | |
| 2021-12-31 | $22,057,612 | 610,845 | Shares | Sole | 2022-01-04 | |
| 2021-09-30 | $24,883,941 | 747,490 | Shares | Sole | 2021-10-04 | |
| 2021-06-30 | $21,120,950 | 792,531 | Shares | Sole | 2021-07-01 | |
| 2021-03-31 | $21,961,837 | 805,939 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $24,388,716 | 813,771 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $7,250,478 | 291,067 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $6,721,396 | 389,195 | Shares | Sole | 2020-07-01 | |
| 2020-03-31 | $2,520,352 | 238,896 | Shares | Sole | 2020-06-03 | |
| No filing history on record for this holder in this stock. | ||||||