Position in BWIN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$55,471
+$39,215 QoQ
Shares Held
2,087
+181.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#170
of 223 holders
Holding Since
Mar 2020
26 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, 2026OSAIC HOLDINGS, INC. holds $29,618,537 across 16 Insurance Brokers names. BWIN ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
59,245 | $9,874,362 | |
| 2 | AON |
Aon plc
|
22,547 | $7,478,613 | |
| 3 | BRO |
Brown & Brown, Inc.
|
86,823 | $5,569,693 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
21,922 | $5,032,631 | |
| 5 | WTW |
Willis Towers Watson PLC
|
3,674 | $960,272 | |
| 6 | ERIE |
Erie Indemnity Co
|
1,891 | $453,367 | |
| 7 | NP |
Neptune Insurance Holdings Inc.
|
2,123 | $66,874 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
2,087 | $55,471 |
All Filings in BWIN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,471 | 2,087 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $16,256 | 741 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $18,574 | 773 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $55,854 | 1,980 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $103,641 | 2,421 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $105,289 | 2,356 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $24,495 | 632 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $704,270 | 14,142 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $10,001 | 282 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $9,404 | 325 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $110,034 | 4,581 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $134,616 | 5,795 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $92,106 | 3,717 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $101,762 | 3,997 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $107,120 | 4,261 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $199,916 | 7,587 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $186,920 | 7,740 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $98,974 | 3,689 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $131,294 | 3,636 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $117,546 | 3,531 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $92,981 | 3,489 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $97,418 | 3,575 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $130,368 | 4,350 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $110,849 | 4,450 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $11,035 | 639 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,542 | 241 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||