Position in BWIN
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$8,881,750
+$8,670,317 QoQ
Shares Held
404,820
+5301.2% QoQ
Ownership
0.284%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026CIBC Bancorp USA Inc. holds $213,017,393 across 7 Insurance Brokers names. BWIN ranks #4 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
634,451 | $137,409,396 | |
| 2 | AON |
Aon plc
|
75,189 | $24,269,503 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
132,066 | $22,906,846 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
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|
404,820 | $8,881,750 | |
| 5 | WTW |
Willis Towers Watson PLC
|
28,824 | $8,379,136 | |
| 6 | BRO |
Brown & Brown, Inc.
|
123,613 | $8,060,803 | |
| 7 | ERIE |
Erie Indemnity Co
|
12,375 | $3,109,959 |
All Filings in BWIN
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,881,750 | 404,820 | Shares | Defined | 2026-05-12 | |
| 2025-09-30 | $211,433 | 7,495 | Shares | Defined | 2025-11-21 | |
| No filing history on record for this holder in this stock. | ||||||