Position in BWIN
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$710,589
-$24,028 QoQ
Shares Held
26,734
-20.2% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#113
of 224 holders
Holding Since
Jun 2021
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, 2026Diversified Trust Co holds $15,373,600 across 6 Insurance Brokers names. BWIN ranks #4 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
57,978 | $9,663,193 | |
| 2 | AON |
Aon plc
|
9,820 | $3,257,195 | |
| 3 | BRO |
Brown & Brown, Inc.
|
18,878 | $1,211,023 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
26,734 | $710,589 | |
| 5 | ARX |
Accelerant Holdings
|
24,086 | $282,287 | |
| 6 | AJG |
Arthur J. Gallagher & Co.
|
1,086 | $249,313 |
All Filings in BWIN
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $710,589 | 26,734 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $734,617 | 33,483 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,437,042 | 59,802 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,202,874 | 42,640 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,354,979 | 31,651 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,230,851 | 27,542 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $788,223 | 20,336 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $1,254,960 | 25,200 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,340,766 | 37,800 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $983,960 | 34,000 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $575,279 | 23,950 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $534,290 | 23,000 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $504,273 | 20,350 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $521,293 | 20,475 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $484,573 | 19,275 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $544,786 | 20,675 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $499,301 | 20,675 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $494,342 | 18,425 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $495,429 | 13,720 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $390,824 | 11,740 | Shares | Sole | 2022-01-13 | |
| 2021-06-30 | $239,850 | 9,000 | Shares | Sole | 2021-07-20 | |
| No filing history on record for this holder in this stock. | ||||||