Position in BWIN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$266,677
+$46,685 QoQ
Shares Held
10,033
+0.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#144
of 224 holders
Holding Since
Jun 2024
9 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, 2026Lido Advisors, LLC holds $17,819,839 across 6 Insurance Brokers names. BWIN ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
61,537 | $10,256,369 | |
| 2 | AON |
Aon plc
|
9,752 | $3,234,640 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
8,416 | $1,932,060 | |
| 4 | BRO |
Brown & Brown, Inc.
|
20,341 | $1,304,874 | |
| 5 | ERIE |
Erie Indemnity Co
|
3,442 | $825,219 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
10,033 | $266,677 |
All Filings in BWIN
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,677 | 10,033 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $219,992 | 10,027 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $242,654 | 10,098 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $284,864 | 10,098 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $432,209 | 10,096 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $451,190 | 10,096 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $389,344 | 10,045 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $498,000 | 10,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $354,700 | 10,000 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||