CAPTRUST FINANCIAL ADVISORS
Position in BWIN — Baldwin Insurance Group, Inc.
CIK 1512024
RALEIGH, NC
Position in BWIN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,295,469
+$260,185 QoQ
Shares Held
59,046
+37.1% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 9.399451275276903.ToString("F0")%
Shared 0.ToString("F0")%
None 90.6005487247231.ToString("F0")%
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $64,751,948 across 8 Insurance Brokers names. BWIN ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
442,729 | $28,870,358 | |
| 2 | AON |
Aon plc
|
38,482 | $12,421,219 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
61,566 | $10,678,622 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
39,193 | $8,488,419 | |
| 5 | SLQT |
SelectQuote, Inc.
|
2,287,226 | $1,440,952 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
59,046 | $1,295,469 | |
| 7 | WTW |
Willis Towers Watson PLC
|
3,625 | $1,053,787 | |
| 8 | ERIE |
Erie Indemnity Co
|
2,002 | $503,122 |
All Filings in BWIN
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,295,469 | 59,046 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,035,284 | 43,083 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $319,083 | 11,311 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $338,883 | 7,916 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $346,168 | 7,746 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $335,274 | 8,650 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $503,278 | 10,106 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $362,396 | 10,217 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $714,811 | 29,759 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $991,456 | 42,680 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $976,753 | 39,417 | Shares | Sole | 2023-08-15 | |
| 2022-06-30 | $3,139 | 130 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $3,085 | 115 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,888 | 80 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,663 | 80 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,132 | 80 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,180 | 80 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $15,794 | 527 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||