Position in BWIN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,358,291
-$683,818 QoQ
Shares Held
51,102
-45.1% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#86
of 226 holders
Holding Since
Sep 2024
6 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, 2026HighTower Advisors, LLC holds $67,240,647 across 7 Insurance Brokers names. BWIN ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
249,599 | $41,600,665 | |
| 2 | AON |
Aon plc
|
31,635 | $10,493,013 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
44,081 | $10,119,675 | |
| 4 | BRO |
Brown & Brown, Inc.
|
24,524 | $1,573,214 | |
| 5 | WTW |
Willis Towers Watson PLC
|
5,646 | $1,475,695 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
51,102 | $1,358,291 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
16,422 | $620,094 |
All Filings in BWIN
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,358,291 | 51,102 | Shares | Sole | 2026-08-05 | |
| 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. | ||||||