Tower Research Capital LLC (TRC)
Position in BWIN — Baldwin Insurance Group, Inc.
CIK 1533421
NEW YORK, NY
Position in BWIN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$211,808
+$20,626 QoQ
Shares Held
9,654
+21.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 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, 2026Tower Research Capital LLC (TRC) holds $9,967,326 across 18 Insurance Brokers names. BWIN ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
19,790 | $3,432,575 | |
| 2 | AON |
Aon plc
|
9,186 | $2,965,056 | |
| 3 | BRO |
Brown & Brown, Inc.
|
14,291 | $931,915 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
3,687 | $798,530 | |
| 5 | WTW |
Willis Towers Watson PLC
|
2,740 | $796,517 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
9,654 | $211,808 | |
| 7 | ERIE |
Erie Indemnity Co
|
802 | $201,550 | |
| 8 | ARX |
Accelerant Holdings
|
11,392 | $152,197 |
All Filings in BWIN
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $211,808 | 9,654 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $191,182 | 7,956 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $88,917 | 3,152 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $411,404 | 9,610 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $111,680 | 2,499 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $85,232 | 2,199 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $28,684 | 576 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $327,813 | 9,242 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,620 | 56 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $379,154 | 15,785 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $46,644 | 2,008 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $68,243 | 2,754 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $38,087 | 1,496 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $53,548 | 2,130 | Shares | Other | 2023-02-10 | |
| 2022-09-30 | $209,429 | 7,948 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $55,471 | 2,297 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $120,090 | 4,476 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $108,040 | 2,992 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $303,936 | 9,130 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $197,849 | 7,424 | Shares | Other | 2021-08-16 | |
| 2021-03-31 | $142,135 | 5,216 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $118,920 | 3,968 | Shares | Other | 2021-02-16 | |
| 2020-09-30 | $618,191 | 24,817 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $62,085 | 3,595 | Shares | Defined | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||