Capital International Investors
Position in BWIN — Baldwin Insurance Group, Inc.
CIK 1562230
Los Angeles, CA
Position in BWIN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$44,938,726
+$8,879,086 QoQ
Shares Held
1,690,697
+2.9% QoQ
Ownership
1.21%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#16
of 225 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Capital International Investors holds $3,470,893,752 across 6 Insurance Brokers names. BWIN ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
15,729,457 | $2,621,628,598 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
2,002,580 | $459,732,290 | |
| 3 | AON |
Aon plc
|
793,989 | $263,358,211 | |
| 4 | BRO |
Brown & Brown, Inc.
|
802,328 | $51,469,341 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
1,690,697 | $44,938,726 | |
| 6 | NP |
Neptune Insurance Holdings Inc.
|
944,971 | $29,766,586 |
All Filings in BWIN
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,938,726 | 1,690,697 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $36,059,640 | 1,643,557 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $86,943,711 | 3,618,132 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $88,732,552 | 3,145,429 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $134,655,815 | 3,145,429 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $114,192,245 | 2,555,208 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $99,039,862 | 2,555,208 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $116,755,751 | 2,344,493 | 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. | ||||||