Position in BWIN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$74,716
+$10,739 QoQ
Shares Held
2,811
-3.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#19
of 40 holders
Holding Since
Mar 2022
18 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, 2026IFP Advisors, Inc holds $2,398,711 across 13 Insurance Brokers names. BWIN ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
7,848 | $1,308,026 | |
| 2 | AON |
Aon plc
|
1,592 | $528,050 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,440 | $330,580 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
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|
2,811 | $74,716 | |
| 5 | CRVL |
Corvel Corp
|
973 | $60,831 | |
| 6 | BRO |
Brown & Brown, Inc.
|
681 | $43,686 | |
| 7 | WTW |
Willis Towers Watson PLC
|
164 | $42,864 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
70 | $3,395 |
All Filings in BWIN
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,716 | 2,811 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $63,977 | 2,916 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $69,182 | 2,879 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $81,526 | 2,890 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $120,852 | 2,823 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,351 | 75 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,907 | 75 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,332 | 87 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $3,085 | 87 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,517 | 87 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $4,179 | 174 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $2,021 | 87 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $2,155 | 87 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,215 | 87 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,187 | 87 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,292 | 87 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,101 | 87 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $2,334 | 87 | Shares | Sole | 2022-09-06 | |
| No filing history on record for this holder in this stock. | ||||||