Rockefeller Capital Management L.P.

Position in BWIN — Baldwin Insurance Group, Inc.

CIK 1739439 NEW YORK, NY

Back to BWIN Full portfolio

Position in BWIN

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$2,949,021

+$50,475 QoQ

Shares Held

134,413

+11.4% QoQ

Ownership

0.094%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 99.96354519280129.ToString("F0")% Shared 0.ToString("F0")% None 0.03645480719870846.ToString("F0")%

Common Shares in BWIN Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Mar 31, 2026

Rockefeller Capital Management L.P. holds $45,093,473 across 10 Insurance Brokers names. BWIN ranks #7 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	74,696	$12,956,019
2	CRVL	Corvel Corp	141,887	$7,754,123
3	AJG	Arthur J. Gallagher & Co.	30,773	$6,664,813
4	WTW	Willis Towers Watson PLC	21,522	$6,256,442
5	BRO	Brown & Brown, Inc.	69,323	$4,520,551
6	AON	Aon plc	11,845	$3,823,327
7	BWIN	Baldwin Insurance Group, Inc. This page	134,413	$2,949,021
8	ERIE	Erie Indemnity Co	481	$120,878

All Filings in BWIN

Export CSV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,949,021	134,413	+11.4%	Shares	Defined	2026-05-14
2025-12-31	$2,898,546	120,622	-77.4%	Shares	Defined	2026-03-17
2025-09-30	$15,084,027	534,705	+1.8%	Shares	Defined	2025-11-14
2025-06-30	$22,492,673	525,407	-2.7%	Shares	Defined	2025-08-14
2025-03-31	$24,125,807	539,848	+315.6%	Shares	Defined	2025-05-14
2024-12-31	$5,034,264	129,883	-0.6%	Shares	Defined	2025-02-13
2024-09-30	$6,504,925	130,621	-22.0%	Shares	Defined	2024-11-14
2024-06-30	$5,936,365	167,363	-16.1%	Shares	Defined	2024-08-12
2024-03-31	$5,773,413	199,496	-72.5%	Shares	Defined	2024-05-14
2023-12-31	$17,443,876	726,223	-16.8%	Shares	Defined	2024-02-14
2023-09-30	$20,286,549	873,291	-19.1%	Shares	Defined	2023-11-14
2023-06-30	$26,733,753	1,078,844	+10.6%	Shares	Defined	2023-08-14
2023-03-31	$24,835,364	975,466	+226.1%	Shares	Defined	2023-05-16
2022-12-31	$7,520,102	299,129	-62.0%	Shares	Defined	2023-03-06
2022-09-30	$20,727,383	786,618	-0.8%	Shares	Defined	2022-11-02
2022-06-30	$19,151,190	793,010	-8.0%	Shares	Defined	2022-08-12
2022-03-31	$23,116,217	861,581	+24.9%	Shares	Defined	2022-05-13
2021-12-31	$24,901,311	689,596	+26.7%	Shares	Defined	2022-02-14
2021-09-30	$18,118,080	544,250	-2.4%	Shares	Defined	2021-11-12
2021-06-30	$14,856,175	557,455	+10.8%	Shares	Defined	2021-08-10
2021-03-31	$13,711,354	503,169	+2411.8%	Shares	Defined	2021-05-11
2020-12-31	$600,359	20,032	+0.2%	Shares	Defined	2021-02-12
2020-09-30	$498,200	20,000	0.0%	Shares	Defined	2020-11-13
2020-06-30	$345,400	20,000	+1900.0%	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.