Aristotle Capital Boston, LLC
Position in BWIN — Baldwin Insurance Group, Inc.
CIK 1633911
BOSTON, MA
Position in BWIN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$14,964,396
-$2,773,588 QoQ
Shares Held
682,060
-7.6% QoQ
Ownership
0.478%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Aristotle Capital Boston, LLC holds $14,964,396 across 1 Insurance Brokers name. BWIN ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
682,060 | $14,964,396 |
All Filings in BWIN
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,964,396 | 682,060 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,737,984 | 738,160 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $18,504,772 | 655,965 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $18,280,940 | 427,025 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $18,898,060 | 422,870 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $20,203,882 | 521,256 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $63,197,445 | 1,269,025 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $50,897,428 | 1,434,943 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $44,737,072 | 1,545,856 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $36,502,953 | 1,519,690 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $35,061,340 | 1,509,313 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $35,990,149 | 1,452,387 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $36,119,312 | 1,418,669 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $33,983,824 | 1,351,783 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $36,580,545 | 1,388,256 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $36,594,205 | 1,515,288 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $34,764,194 | 1,295,721 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $36,777,601 | 1,018,488 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $34,729,825 | 1,043,251 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $26,298,140 | 986,797 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $26,545,042 | 974,130 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $30,036,353 | 1,002,214 | Shares | Sole | 2021-02-22 | |
| 2020-09-30 | $26,579,044 | 1,067,003 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $14,742,915 | 853,672 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||