Position in BWIN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,776,222
+$1,894,472 QoQ
Shares Held
405,426
+0.1% QoQ
Ownership
0.291%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#41
of 225 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026CIBC Bancorp USA Inc. holds $236,951,143 across 7 Insurance Brokers names. BWIN ranks #4 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
761,528 | $174,823,982 | |
| 2 | AON |
Aon plc
|
57,614 | $19,109,986 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
103,245 | $17,207,842 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
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|
405,426 | $10,776,222 | |
| 5 | BRO |
Brown & Brown, Inc.
|
95,587 | $6,131,904 | |
| 6 | WTW |
Willis Towers Watson PLC
|
22,789 | $5,956,359 | |
| 7 | ERIE |
Erie Indemnity Co
|
12,283 | $2,944,848 |
All Filings in BWIN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,776,222 | 405,426 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||