UBS Group AG

Position in BWIN — Baldwin Insurance Group, Inc.

CIK 1610520 ZURICH, V8

Position in BWIN

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$27,794,140

+$11,301,920 QoQ

Shares Held

1,266,825

+84.6% QoQ

Ownership

0.889%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 92.49604325775067.ToString("F0")% Shared 0.ToString("F0")% None 7.503956742249324.ToString("F0")%

Financial Services · as of Mar 31, 2026

UBS Group AG holds $1,618,633,693 across 19 Insurance Brokers names. BWIN ranks #7 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	4,721,091	$818,873,230
2	AON	Aon plc	903,928	$291,769,877
3	AJG	Arthur J. Gallagher & Co.	989,174	$214,235,304
4	BRO	Brown & Brown, Inc.	1,855,365	$120,988,349
5	WTW	Willis Towers Watson PLC	281,850	$81,933,793
6	ERIE	Erie Indemnity Co	139,160	$34,972,297
7	BWIN	Baldwin Insurance Group, Inc. This page	1,266,825	$27,794,140
8	ARX	Accelerant Holdings	685,647	$9,160,243

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$27,794,140	1,266,825	+84.6%	Shares	Defined	2026-05-05
2025-12-31	$16,492,220	686,318	+42.9%	Shares	Defined	2026-01-29
2025-09-30	$13,549,854	480,321	+49.6%	Shares	Defined	2025-11-13
2025-06-30	$13,742,522	321,012	-10.1%	Shares	Defined	2025-08-14
2025-03-31	$15,964,339	357,224	+34.0%	Shares	Defined	2025-05-13
2024-12-31	$10,335,082	266,643	+78.3%	Shares	Defined	2025-02-14
2024-09-30	$7,447,539	149,549	+8.6%	Shares	Defined	2024-11-14
2024-06-30	$4,886,381	137,761	+4.3%	Shares	Defined	2024-08-14
2024-03-31	$3,822,076	132,069	+1743.3%	Shares	Defined	2024-05-13
2023-12-31	$172,103	7,165	-21.3%	Shares	Defined	2024-02-09
2023-09-30	$211,393	9,100	-1.9%	Shares	Defined	2023-11-09
2023-06-30	$229,933	9,279	-19.0%	Shares	Defined	2023-08-11
2023-03-31	$291,822	11,462	+2.4%	Shares	Defined	2023-05-12
2022-12-31	$281,416	11,194	+84.1%	Shares	Defined	2023-02-08
2022-09-30	$160,233	6,081	+202.4%	Shares	Defined	2022-11-10
2022-06-30	$48,565	2,011	-56.3%	Shares	Defined	2022-08-10
2022-03-31	$123,417	4,600	-78.2%	Shares	Defined	2022-05-16
2021-12-31	$762,461	21,115	+601.0%	Shares	Defined	2022-02-14
2021-09-30	$100,268	3,012	+36.8%	Shares	Defined	2021-11-15
2021-06-30	$58,655	2,201	-66.7%	Shares	Defined	2021-08-13
2021-03-31	$180,313	6,617	-54.2%	Shares	Defined	2021-05-12
2020-12-31	$432,616	14,435	+529.0%	Shares	Defined	2021-02-11
2020-09-30	$57,168	2,295	-71.9%	Shares	Defined	2020-11-12
2020-06-30	$141,078	8,169	-35.0%	Shares	Defined	2020-07-31
2020-03-31	$132,634	12,572	—	Shares	Defined	2020-05-01
No filing history on record for this holder in this stock.