Position in BWIN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$531
New position
Shares Held
20
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#217
of 223 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Bogart Wealth, LLC holds $235,168 across 9 Insurance Brokers names. BWIN ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,013 | $168,836 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
163 | $37,419 | |
| 3 | BRO |
Brown & Brown, Inc.
|
191 | $12,252 | |
| 4 | AON |
Aon plc
|
27 | $8,955 | |
| 5 | WTW |
Willis Towers Watson PLC
|
15 | $3,920 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
44 | $2,134 | |
| 7 | ERIE |
Erie Indemnity Co
|
3 | $719 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
20 | $531 |
All Filings in BWIN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $531 | 20 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||