Position in BWIN
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,211,812
+$547,623 QoQ
Shares Held
55,233
+99.8% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
9 quarters on record
Voting authority
Sole 0.2552821682689696.ToString("F0")%
Shared 0.ToString("F0")%
None 99.74471783173104.ToString("F0")%
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Creative Planning holds $92,147,893 across 11 Insurance Brokers names. BWIN ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
170,951 | $29,651,450 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
94,112 | $20,382,776 | |
| 3 | AON |
Aon plc
|
49,764 | $16,062,823 | |
| 4 | BRO |
Brown & Brown, Inc.
|
177,258 | $11,558,994 | |
| 5 | WTW |
Willis Towers Watson PLC
|
19,318 | $5,615,742 | |
| 6 | CRVL |
Corvel Corp
|
81,629 | $4,461,024 | |
| 7 | ERIE |
Erie Indemnity Co
|
9,385 | $2,358,544 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
55,233 | $1,211,812 |
All Filings in BWIN
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||