Parkside Financial Bank & Trust
BankPosition in BWIN — Baldwin Insurance Group, Inc.
CIK 1455267
SAINT LOUIS, MO
Position in BWIN
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$46,907
+$42,412 QoQ
Shares Held
2,138
+1936.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Parkside Financial Bank & Trust holds $2,209,826 across 9 Insurance Brokers names. BWIN ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
4,526 | $1,460,901 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,415 | $245,431 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
773 | $167,416 | |
| 4 | CRVL |
Corvel Corp
|
2,802 | $153,128 | |
| 5 | WTW |
Willis Towers Watson PLC
|
229 | $66,569 | |
| 6 | BRO |
Brown & Brown, Inc.
|
924 | $60,253 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
2,138 | $46,907 | |
| 8 | ERIE |
Erie Indemnity Co
|
35 | $8,795 |
All Filings in BWIN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $46,907 | 2,138 | Shares | Sole | 2026-05-13 | |
| 2025-06-30 | $4,495 | 105 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $79,458 | 1,778 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $58,915 | 1,520 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $65,984 | 1,325 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $45,188 | 1,274 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $35,537 | 1,228 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $24,548 | 1,022 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||