Larson Financial Group LLC
Position in BWIN — Baldwin Insurance Group, Inc.
CIK 1731061
ST LOUIS, MO
Position in BWIN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$33,517
-$1,828 QoQ
Shares Held
1,261
-21.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#173
of 224 holders
Holding Since
Jun 2025
5 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 Jun 30, 2026Larson Financial Group LLC holds $7,700,559 across 10 Insurance Brokers names. BWIN ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
21,582 | $3,597,071 | |
| 2 | AON |
Aon plc
|
9,765 | $3,238,952 | |
| 3 | BRO |
Brown & Brown, Inc.
|
4,785 | $306,957 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
1,079 | $247,706 | |
| 5 | WTW |
Willis Towers Watson PLC
|
822 | $214,846 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
1,261 | $33,517 | |
| 7 | ERIE |
Erie Indemnity Co
|
130 | $31,167 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
573 | $27,790 |
All Filings in BWIN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,517 | 1,261 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $35,345 | 1,611 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $29,100 | 1,211 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,457 | 158 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,241 | 29 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||