Position in BWIN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$256,975
+$24,218 QoQ
Shares Held
9,668
+77.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#146
of 224 holders
Holding Since
Sep 2024
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026XPONANCE LLC holds $46,546,793 across 7 Insurance Brokers names. BWIN ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
87,288 | $14,548,290 | |
| 2 | AON |
Aon plc
|
38,679 | $12,829,437 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
45,526 | $10,451,403 | |
| 4 | WTW |
Willis Towers Watson PLC
|
17,232 | $4,503,927 | |
| 5 | BRO |
Brown & Brown, Inc.
|
52,486 | $3,366,976 | |
| 6 | ERIE |
Erie Indemnity Co
|
2,460 | $589,785 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
9,668 | $256,975 |
All Filings in BWIN
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,975 | 9,668 | Shares | Sole | 2026-08-10 | |
| 2025-06-30 | $232,757 | 5,437 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $224,477 | 5,023 | Shares | Sole | 2025-05-01 | |
| 2024-09-30 | $217,377 | 4,365 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||