Rockefeller Capital Management L.P.
Position in BWIN — Baldwin Insurance Group, Inc.
CIK 1739439
NEW YORK, NY
Position in BWIN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,437,830
+$488,809 QoQ
Shares Held
129,339
-3.8% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#62
of 225 holders
Holding Since
Mar 2020
26 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, 2026Rockefeller Capital Management L.P. holds $47,747,961 across 11 Insurance Brokers names. BWIN ranks #7 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
71,572 | $11,928,904 | |
| 2 | CRVL |
Corvel Corp
|
150,104 | $9,384,500 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
30,798 | $7,070,295 | |
| 4 | BRO |
Brown & Brown, Inc.
|
97,491 | $6,254,046 | |
| 5 | WTW |
Willis Towers Watson PLC
|
20,504 | $5,359,129 | |
| 6 | AON |
Aon plc
|
12,226 | $4,055,240 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
129,339 | $3,437,830 | |
| 8 | ERIE |
Erie Indemnity Co
|
843 | $202,108 |
All Filings in BWIN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,437,830 | 129,339 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,949,021 | 134,413 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $2,898,546 | 120,622 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $15,084,027 | 534,705 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,560,164 | 83,162 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $24,125,807 | 539,848 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $5,034,264 | 129,883 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $6,504,925 | 130,621 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,936,365 | 167,363 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $5,773,413 | 199,496 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $17,443,876 | 726,223 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $20,286,549 | 873,291 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $26,733,753 | 1,078,844 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $24,835,364 | 975,466 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $7,520,102 | 299,129 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $20,727,383 | 786,618 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $19,151,190 | 793,010 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $23,116,217 | 861,581 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $24,901,311 | 689,596 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $18,118,080 | 544,250 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $14,856,175 | 557,455 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $13,711,354 | 503,169 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $600,359 | 20,032 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $498,200 | 20,000 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $345,400 | 20,000 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $10,550 | 1,000 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||