Position in BWIN
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,053
-$34,576 QoQ
Shares Held
48
-96.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026SIMPLEX TRADING, LLC holds $705,869 across 7 Insurance Brokers names. BWIN ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,893 | $328,340 | |
| 2 | AON |
Aon plc
|
684 | $220,781 | |
| 3 | ERIE |
Erie Indemnity Co
|
293 | $73,633 | |
| 4 | WTW |
Willis Towers Watson PLC
|
200 | $58,140 | |
| 5 | EHTH |
eHealth, Inc.
|
12,766 | $16,468 | |
| 6 | ARX |
Accelerant Holdings
|
558 | $7,454 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
48 | $1,053 |
All Filings in BWIN
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,053 | 48 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $35,629 | 1,263 | Shares | Sole | 2025-11-12 | |
| 2024-12-31 | $11,550 | 298 | Shares | Sole | 2025-02-11 | |
| 2022-12-31 | $1,835 | 73 | Shares | Sole | 2023-02-02 | |
| 2022-06-30 | $1,642 | 68 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $322,335 | 12,014 | Shares | Sole | 2022-05-02 | |
| 2021-09-30 | $14,214 | 427 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $11,379 | 427 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $126,630 | 4,647 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||