Position in BWIN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$165,752
-$120,438 QoQ
Shares Held
6,236
-38.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#161
of 225 holders
Holding Since
Dec 2020
9 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, 2026Quantbot Technologies LP holds $14,757,226 across 8 Insurance Brokers names. BWIN ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
58,448 | $9,741,528 | |
| 2 | ERIE |
Erie Indemnity Co
|
14,456 | $3,465,826 | |
| 3 | TWFG |
TWFG, Inc.
|
28,534 | $686,242 | |
| 4 | NP |
Neptune Insurance Holdings Inc.
|
13,352 | $420,588 | |
| 5 | CRVL |
Corvel Corp
|
3,206 | $200,439 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
6,236 | $165,752 | |
| 7 | BRO |
Brown & Brown, Inc.
|
916 | $58,761 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
373 | $18,090 |
All Filings in BWIN
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $165,752 | 6,236 | Shares | Sole | 2026-08-12 | |
| 2025-09-30 | $286,190 | 10,145 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $338,413 | 7,905 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $596,164 | 13,340 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,438,422 | 37,111 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $48,206 | 968 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $19,823 | 685 | Shares | Sole | 2024-05-06 | |
| 2023-09-30 | $64,021 | 2,756 | Shares | Sole | 2023-11-07 | |
| 2020-12-31 | $496,303 | 16,560 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||