Position in BWIN
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$2,042,109
+$1,459,122 QoQ
Shares Held
93,077
+350.4% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
5 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 Mar 31, 2026HighTower Advisors, LLC holds $75,227,949 across 9 Insurance Brokers names. BWIN ranks #4 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
258,243 | $44,792,248 | |
| 2 | AON |
Aon plc
|
42,170 | $13,611,632 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
47,706 | $10,332,165 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
93,077 | $2,042,109 | |
| 5 | BRO |
Brown & Brown, Inc.
|
30,193 | $1,968,885 | |
| 6 | WTW |
Willis Towers Watson PLC
|
6,601 | $1,918,910 | |
| 7 | ERIE |
Erie Indemnity Co
|
924 | $232,210 | |
| 8 | CRVL |
Corvel Corp
|
4,028 | $220,130 |
All Filings in BWIN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,042,109 | 93,077 | Shares | Sole | 2026-05-05 | |
| 2025-09-30 | $582,987 | 20,666 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,564,106 | 36,536 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,859,506 | 41,609 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $199,548 | 4,007 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||