WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
Position in BWIN — Baldwin Insurance Group, Inc.
CIK 1644956
CHICAGO, IL
Position in BWIN
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$149,071,154
-$32,206,672 QoQ
Shares Held
6,794,492
-9.9% QoQ
Ownership
4.77%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC holds $149,278,132 across 2 Insurance Brokers names. BWIN ranks #1 (99.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
6,794,492 | $149,071,154 | |
| 2 | WTW |
Willis Towers Watson PLC
|
712 | $206,978 |
All Filings in BWIN
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $149,071,154 | 6,794,492 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $181,277,826 | 7,543,813 | Shares | Sole | 2026-02-09 | |
| 2025-11-30 | $222,340,623 | 7,798,689 | Shares | Sole | 2025-12-01 | |
| 2025-09-30 | $144,003,445 | 5,104,695 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $231,291,727 | 5,402,750 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $248,586,784 | 5,562,470 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $190,218,149 | 4,907,589 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $134,955,061 | 2,709,941 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $109,363,977 | 3,083,281 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $84,668,311 | 2,925,650 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $4,966,879 | 206,781 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||