Stone House Investment Management, LLC

Position in BWIN — Baldwin Insurance Group, Inc.

CIK 1696497 TUNKHANNOCK, PA

Position in BWIN

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$5,183

+$4,967 QoQ

Shares Held

195

+2066.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#201

of 224 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Stone House Investment Management, LLC holds $159,236 across 5 Insurance Brokers names. BWIN ranks #4 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	302	$100,170
2	MRSH	Marsh & Mclennan Companies, Inc.	249	$41,500
3	ERIE	Erie Indemnity Co	47	$11,268
4	BWIN	Baldwin Insurance Group, Inc. This page	195	$5,183
5	GSHD	Goosehead Insurance, Inc.	23	$1,115

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,183	195	+2066.7%	Shares	Sole	2026-08-05
2025-12-31	$216	9	—	Shares	Sole	2026-01-21
No filing history on record for this holder in this stock.