Position in BWIN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$92,365
+$16,124 QoQ
Shares Held
3,475
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#167
of 224 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026NewEdge Advisors, LLC holds $25,043,317 across 7 Insurance Brokers names. BWIN ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
121,921 | $7,821,232 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
33,623 | $7,718,832 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
36,712 | $6,118,789 | |
| 4 | AON |
Aon plc
|
6,898 | $2,287,997 | |
| 5 | WTW |
Willis Towers Watson PLC
|
3,805 | $994,512 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
3,475 | $92,365 | |
| 7 | ERIE |
Erie Indemnity Co
|
40 | $9,590 |
All Filings in BWIN
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,365 | 3,475 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $76,241 | 3,475 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $83,504 | 3,475 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $312,425 | 11,075 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $474,120 | 11,075 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $494,941 | 11,075 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $402,135 | 10,375 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $583,905 | 11,725 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $449,582 | 12,675 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $366,814 | 12,675 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $484,603 | 20,175 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $559,262 | 24,075 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $622,597 | 25,125 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $639,682 | 25,125 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $552,451 | 21,975 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $511,190 | 19,400 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $468,510 | 19,400 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $633,188 | 23,600 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $852,196 | 23,600 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||