Capital International Investors

Position in BWIN — Baldwin Insurance Group, Inc.

CIK 1562230 Los Angeles, CA

Position in BWIN

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$36,059,640

-$50,884,071 QoQ

Shares Held

1,643,557

-54.6% QoQ

Ownership

1.15%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Capital International Investors holds $3,806,971,672 across 7 Insurance Brokers names. BWIN ranks #5 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	15,713,853	$2,725,567,802
2	AJG	Arthur J. Gallagher & Co.	2,596,653	$562,383,106
3	AON	Aon plc	807,075	$260,507,668
4	BRO	Brown & Brown, Inc.	2,610,500	$170,230,705
5	BWIN	Baldwin Insurance Group, Inc. This page	1,643,557	$36,059,640
6	NP	Neptune Insurance Holdings Inc.	1,348,654	$32,623,940
7	TWFG	TWFG, Inc.	1,065,732	$19,598,811

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$36,059,640	1,643,557	-54.6%	Shares	Defined	2026-05-13
2025-12-31	$86,943,711	3,618,132	+15.0%	Shares	Defined	2026-02-11
2025-09-30	$88,732,552	3,145,429	0.0%	Shares	Defined	2025-11-13
2025-06-30	$134,655,815	3,145,429	+23.1%	Shares	Defined	2025-08-13
2025-03-31	$114,192,245	2,555,208	0.0%	Shares	Defined	2025-05-12
2024-12-31	$99,039,862	2,555,208	+9.0%	Shares	Defined	2025-02-13
2024-09-30	$116,755,751	2,344,493	+1706.3%	Shares	Defined	2024-11-13
2024-06-30	$4,603,793	129,794	—	Shares	Defined	2024-08-13
No filing history on record for this holder in this stock.