Tower Research Capital LLC (TRC)
Position in BWIN — Baldwin Insurance Group, Inc.
CIK 1533421
NEW YORK, NY
Position in BWIN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$108,605
-$103,203 QoQ
Shares Held
4,086
-57.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#166
of 225 holders
Holding Since
Jun 2020
25 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, 2026Tower Research Capital LLC (TRC) holds $4,680,359 across 16 Insurance Brokers names. BWIN ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
7,675 | $1,279,192 | |
| 2 | AON |
Aon plc
|
3,783 | $1,254,782 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
3,111 | $714,191 | |
| 4 | WTW |
Willis Towers Watson PLC
|
2,044 | $534,239 | |
| 5 | BRO |
Brown & Brown, Inc.
|
5,747 | $368,669 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
4,086 | $108,605 | |
| 7 | ERIE |
Erie Indemnity Co
|
353 | $84,631 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
1,551 | $75,223 |
All Filings in BWIN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,605 | 4,086 | Shares | Defined | 2026-08-11 | |
| 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 | $37,223 | 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. | ||||||