Position in BWIN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$987,285
New position
Shares Held
37,144
first reported quarter
Ownership
0.027%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#95
of 223 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 22%
Shared 0%
None 78%
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $87,831,749 across 11 Insurance Brokers names. BWIN ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
183,081 | $30,514,109 | |
| 2 | AON |
Aon plc
|
90,060 | $29,872,000 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
43,956 | $10,090,977 | |
| 4 | BRO |
Brown & Brown, Inc.
|
85,911 | $5,511,189 | |
| 5 | ERIE |
Erie Indemnity Co
|
18,987 | $4,552,132 | |
| 6 | WTW |
Willis Towers Watson PLC
|
14,135 | $3,694,464 | |
| 7 | CRVL |
Corvel Corp
|
26,904 | $1,682,037 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
37,144 | $987,285 |
All Filings in BWIN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $987,285 | 37,144 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||