Parallel Advisors, LLC
Position in BWIN — Baldwin Insurance Group, Inc.
CIK 1690010
SAN FRANCISCO, CA
Position in BWIN
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$11,079
+$8,076 QoQ
Shares Held
505
+304.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
23 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 Mar 31, 2026Parallel Advisors, LLC holds $3,342,958 across 12 Insurance Brokers names. BWIN ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
6,681 | $1,158,819 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
4,110 | $890,143 | |
| 3 | AON |
Aon plc
|
2,081 | $671,705 | |
| 4 | ERIE |
Erie Indemnity Co
|
856 | $215,121 | |
| 5 | BRO |
Brown & Brown, Inc.
|
3,077 | $200,651 | |
| 6 | WTW |
Willis Towers Watson PLC
|
564 | $163,954 | |
| 7 | CRVL |
Corvel Corp
|
262 | $14,318 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
505 | $11,079 |
All Filings in BWIN
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,079 | 505 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,003 | 125 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,087 | 74 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,167 | 74 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $3,307 | 74 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $2,868 | 74 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,382 | 88 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,624 | 74 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,141 | 74 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,777 | 74 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,810 | 121 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $1,731 | 68 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $653 | 26 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $685 | 26 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $627 | 26 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $295 | 11 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $397 | 11 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $4,560 | 137 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $293 | 11 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $299 | 11 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $329 | 11 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $274 | 11 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $189 | 11 | Shares | Sole | 2020-07-16 | |
| No filing history on record for this holder in this stock. | ||||||