Position in BWIN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$27,643
-$615 QoQ
Shares Held
1,040
-19.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#22
of 40 holders
Holding Since
Mar 2020
21 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 Jun 30, 2026SIGNATUREFD, LLC holds $4,797,359 across 10 Insurance Brokers names. BWIN ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
10,660 | $1,776,702 | |
| 2 | AON |
Aon plc
|
3,252 | $1,078,655 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
3,980 | $913,688 | |
| 4 | BRO |
Brown & Brown, Inc.
|
9,296 | $596,338 | |
| 5 | CRVL |
Corvel Corp
|
2,612 | $163,302 | |
| 6 | WTW |
Willis Towers Watson PLC
|
573 | $149,765 | |
| 7 | ERIE |
Erie Indemnity Co
|
336 | $80,556 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
1,040 | $27,643 |
All Filings in BWIN
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,643 | 1,040 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $28,258 | 1,288 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $23,501 | 978 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $13,597 | 482 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,996 | 70 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $20,557 | 460 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,953 | 102 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $36,304 | 729 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $74,557 | 2,102 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $60,831 | 2,102 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,450 | 102 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $4,808 | 207 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $9,540 | 385 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $3,666 | 144 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $4,801 | 191 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $3,952 | 150 | Shares | Sole | 2022-11-08 | |
| 2021-03-31 | $1,171 | 43 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,378 | 46 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,419 | 57 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,208 | 70 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $474 | 45 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||