Position in BWIN
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$22,900,357
-$918,491 QoQ
Shares Held
1,043,772
+5.3% QoQ
Ownership
0.732%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
6 quarters on record
Voting authority
Sole 35%
Shared 2%
None 62%
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Fiera Capital Corp holds $200,521,994 across 2 Insurance Brokers names. BWIN ranks #2 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
550,287 | $177,621,637 | |
| 2 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
1,043,772 | $22,900,357 |
All Filings in BWIN
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,900,357 | 1,043,772 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $23,818,848 | 991,213 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $21,417,595 | 759,220 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $33,346,420 | 778,940 | Shares | Other | 2025-08-08 | |
| 2022-03-31 | $3,232,183 | 120,469 | Shares | Other | 2022-05-09 | |
| 2021-12-31 | $4,491,975 | 124,397 | Shares | Other | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||