WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in BWIN — Baldwin Insurance Group, Inc.

CIK 1632972 PLYMOUTH, MN

Position in BWIN

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,499,795

+$667,630 QoQ

Shares Held

94,048

+12.6% QoQ

Ownership

0.066%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

of 42 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $51,224,284 across 11 Insurance Brokers names. BWIN ranks #5 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	96,143	$16,024,153
2	AON	Aon plc	46,437	$15,402,688
3	AJG	Arthur J. Gallagher & Co.	49,438	$11,349,481
4	BRO	Brown & Brown, Inc.	41,422	$2,657,221
5	BWIN	Baldwin Insurance Group, Inc. This page	94,048	$2,499,795
6	CRVL	Corvel Corp	22,199	$1,387,881
7	WTW	Willis Towers Watson PLC	4,132	$1,079,980
8	ERIE	Erie Indemnity Co	2,214	$530,806

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,499,795	94,048	+12.6%	Shares	Sole	2026-07-15
2026-03-31	$1,832,165	83,508	-39.8%	Shares	Sole	2026-04-08
2025-12-31	$3,330,918	138,615	-10.4%	Shares	Sole	2026-01-08
2025-09-30	$4,365,271	154,742	-6.1%	Shares	Sole	2025-10-29
2025-06-30	$7,054,146	164,778	+50.5%	Shares	Sole	2025-07-10
2025-03-31	$4,891,409	109,452	-13.8%	Shares	Sole	2025-04-16
2024-12-31	$4,919,923	126,933	-3.8%	Shares	Sole	2025-03-17
2024-09-30	$6,571,608	131,960	-9.6%	Shares	Sole	2024-10-24
2024-06-30	$5,177,378	145,965	—	Shares	Sole	2024-07-16
No filing history on record for this holder in this stock.