J.Safra Asset Management Corp

Position in BWIN — Baldwin Insurance Group, Inc.

CIK 1535293 NEW YORK, NY

Position in BWIN

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$6,724

+$4,596 QoQ

Shares Held

253

+160.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#200

of 224 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

J.Safra Asset Management Corp holds $403,072 across 6 Insurance Brokers names. BWIN ranks #5 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	1,073	$355,903
2	ERIE	Erie Indemnity Co	58	$13,905
3	BRO	Brown & Brown, Inc.	190	$12,188
4	MRSH	Marsh & Mclennan Companies, Inc.	72	$12,000
5	BWIN	Baldwin Insurance Group, Inc. This page	253	$6,724
6	WTW	Willis Towers Watson PLC	9	$2,352

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,724	253	+160.8%	Shares	Sole	2026-08-06
2026-03-31	$2,128	97	+86.5%	Shares	Sole	2026-05-04
2025-12-31	$1,249	52	0.0%	Shares	Sole	2026-02-11
2025-09-30	$1,466	52	-82.4%	Shares	Sole	2025-10-29
2025-06-30	$12,671	296	-31.0%	Shares	Sole	2025-10-29
2025-03-31	$19,172	429	+35.8%	Shares	Sole	2025-10-29
2024-12-31	$12,248	316	—	Shares	Sole	2025-02-06
No filing history on record for this holder in this stock.