CWM, LLC

Position in BWIN — Baldwin Insurance Group, Inc.

CIK 1535847 OMAHA, NE

Position in BWIN

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$2,521,959

+$2,504,225 QoQ

Shares Held

114,948

+15475.6% QoQ

Ownership

0.081%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

CWM, LLC holds $44,012,306 across 15 Insurance Brokers names. BWIN ranks #4 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	134,815	$23,383,661
2	AON	Aon plc	29,527	$9,530,725
3	AJG	Arthur J. Gallagher & Co.	26,731	$5,789,399
4	BWIN	Baldwin Insurance Group, Inc. This page	114,948	$2,521,959
5	WTW	Willis Towers Watson PLC	5,195	$1,510,186
6	BRO	Brown & Brown, Inc.	8,239	$537,265
7	CRVL	Corvel Corp	6,942	$379,380
8	ERIE	Erie Indemnity Co	399	$100,272

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,521,959	114,948	+15475.6%	Shares	Sole	2026-05-14
2025-12-31	$17,734	738	+176.4%	Shares	Sole	2026-01-26
2025-09-30	$7,532	267	+10.3%	Shares	Sole	2025-10-15
2025-06-30	$10,360	242	-15.1%	Shares	Sole	2025-07-25
2025-03-31	$12,736	285	+12.6%	Shares	Sole	2025-05-01
2024-12-31	$9,806	253	+4.5%	Shares	Sole	2025-02-04
2024-09-30	$12,051	242	+26.7%	Shares	Sole	2024-10-08
2024-06-30	$6,774	191	+3.2%	Shares	Sole	2024-07-10
2024-03-31	$5,353	185	0.0%	Shares	Sole	2024-04-05
2023-12-31	$4,443	185	-3.1%	Shares	Sole	2024-02-01
2023-09-30	$4,436	191	-69.0%	Shares	Sole	2023-10-11
2023-06-30	$15,264	616	-9.9%	Shares	Sole	2023-08-03
2023-03-31	$17,414	684	+0.1%	Shares	Sole	2023-05-01
2022-12-31	$17,170	683	+203.6%	Shares	Sole	2023-02-01
2022-09-30	$5,928	225	0.0%	Shares	Sole	2022-10-27
2022-06-30	$5,433	225	—	Shares	Sole	2022-07-28
No filing history on record for this holder in this stock.