Advisory Services Network, LLC
Position in BWIN — Baldwin Insurance Group, Inc.
CIK 1573876
Atlanta, GA
Position in BWIN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$579,544
-$5,753 QoQ
Shares Held
26,415
+8.4% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 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 Mar 31, 2026Advisory Services Network, LLC holds $5,773,904 across 12 Insurance Brokers names. BWIN ranks #5 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
35,199 | $2,295,322 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
6,008 | $1,042,082 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
4,222 | $914,396 | |
| 4 | AON |
Aon plc
|
2,320 | $748,843 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
26,415 | $579,544 | |
| 6 | WTW |
Willis Towers Watson PLC
|
607 | $176,451 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
232 | $9,896 | |
| 8 | ERIE |
Erie Indemnity Co
|
15 | $3,769 |
All Filings in BWIN
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $579,544 | 26,415 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $585,297 | 24,357 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $406,674 | 14,416 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $615,563 | 14,379 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $585,527 | 13,102 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $517,639 | 13,355 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $462,641 | 9,290 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $329,515 | 9,290 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $23,154 | 964 | Shares | Sole | 2024-02-09 | |
| 2023-03-31 | $19,731 | 775 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $33,033 | 1,314 | Shares | Sole | 2023-02-13 | |
| 2021-09-30 | $211,691 | 6,359 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $199,368 | 7,481 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $203,857 | 7,481 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $241,228 | 8,049 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $45,160 | 1,813 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $13,430 | 1,273 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||