Position in BWIN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$43,627,056
+$15,832,916 QoQ
Shares Held
1,641,349
+29.6% QoQ
Ownership
1.18%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#17
of 225 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026UBS Group AG holds $1,404,409,759 across 20 Insurance Brokers names. BWIN ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,603,522 | $600,599,008 | |
| 2 | AON |
Aon plc
|
822,267 | $272,737,738 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,064,498 | $244,376,803 | |
| 4 | BRO |
Brown & Brown, Inc.
|
1,691,851 | $108,532,239 | |
| 5 | WTW |
Willis Towers Watson PLC
|
277,095 | $72,424,319 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
1,641,349 | $43,627,056 | |
| 7 | ERIE |
Erie Indemnity Co
|
120,677 | $28,932,309 | |
| 8 | LIFE |
Ethos Technologies Inc.
|
417,412 | $7,571,853 |
All Filings in BWIN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,627,056 | 1,641,349 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $27,794,140 | 1,266,825 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $16,492,220 | 686,318 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $13,549,854 | 480,321 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $13,742,522 | 321,012 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $15,964,339 | 357,224 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $10,335,082 | 266,643 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $7,447,539 | 149,549 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,886,381 | 137,761 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,822,076 | 132,069 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $172,103 | 7,165 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $211,393 | 9,100 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $229,933 | 9,279 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $291,822 | 11,462 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $281,416 | 11,194 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $160,233 | 6,081 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $48,565 | 2,011 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $123,417 | 4,600 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $762,461 | 21,115 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $100,268 | 3,012 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $58,655 | 2,201 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $180,313 | 6,617 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $432,616 | 14,435 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $57,168 | 2,295 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $141,078 | 8,169 | 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. | ||||||