Aptus Capital Advisors, LLC

Position in BWIN — Baldwin Insurance Group, Inc.

CIK 1664193 FAIRHOPE, AL

Position in BWIN

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$787,618

+$137,909 QoQ

Shares Held

29,632

+0.1% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#107

of 224 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Aptus Capital Advisors, LLC holds $12,414,159 across 5 Insurance Brokers names. BWIN ranks #4 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	15,376	$5,100,065
2	MRSH	Marsh & Mclennan Companies, Inc.	30,292	$5,048,767
3	AJG	Arthur J. Gallagher & Co.	3,932	$902,669
4	BWIN	Baldwin Insurance Group, Inc. This page	29,632	$787,618
5	BRO	Brown & Brown, Inc.	8,964	$575,040

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$787,618	29,632	+0.1%	Shares	Sole	2026-08-12
2026-03-31	$649,709	29,613	—	Shares	Sole	2026-05-11
No filing history on record for this holder in this stock.