Position in BWIN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,076,436
-$135,376 QoQ
Shares Held
40,498
-26.7% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#94
of 226 holders
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Creative Planning holds $114,334,864 across 13 Insurance Brokers names. BWIN ranks #11 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
98,089 | $22,518,291 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
134,264 | $22,377,780 | |
| 3 | AON |
Aon plc
|
64,022 | $21,235,456 | |
| 4 | BRO |
Brown & Brown, Inc.
|
327,626 | $21,017,207 | |
| 5 | CRVL |
Corvel Corp
|
132,045 | $8,255,452 | |
| 6 | WTW |
Willis Towers Watson PLC
|
23,969 | $6,264,776 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
145,662 | $5,500,196 | |
| 8 | ERIE |
Erie Indemnity Co
|
9,858 | $2,363,455 |
All Filings in BWIN
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,076,436 | 40,498 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,211,812 | 55,233 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $664,189 | 27,640 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $223,789 | 7,933 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $324,628 | 7,583 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $422,946 | 9,464 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $313,839 | 8,097 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $496,954 | 9,979 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $269,642 | 7,602 | Shares | Sole | 2024-08-15 | |
| 2023-09-30 | $3,019 | 130 | Shares | Sole | 2023-11-16 | |
| No filing history on record for this holder in this stock. | ||||||