HHM Wealth Advisors, LLC

Position in BWIN — Baldwin Insurance Group, Inc.

CIK 1750086 CHATTANOOGA, TN

Position in BWIN

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$166,656

+$29,093 QoQ

Shares Held

6,270

0.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#159

of 224 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

HHM Wealth Advisors, LLC holds $338,794 across 4 Insurance Brokers names. BWIN ranks #1 (49.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BWIN	Baldwin Insurance Group, Inc. This page	6,270	$166,656
2	MRSH	Marsh & Mclennan Companies, Inc.	666	$111,002
3	WTW	Willis Towers Watson PLC	140	$36,591
4	AON	Aon plc	74	$24,545

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$166,656	6,270	0.0%	Shares	Sole	2026-07-13
2026-03-31	$137,563	6,270	0.0%	Shares	Sole	2026-04-17
2025-12-31	$150,668	6,270	0.0%	Shares	Sole	2026-01-22
2025-09-30	$176,876	6,270	0.0%	Shares	Sole	2025-10-29
2025-06-30	$268,418	6,270	0.0%	Shares	Sole	2025-08-11
2025-03-31	$280,206	6,270	0.0%	Shares	Sole	2025-05-08
2024-12-31	$243,025	6,270	0.0%	Shares	Sole	2025-01-24
2024-09-30	$312,246	6,270	0.0%	Shares	Sole	2024-11-12
2024-06-30	$222,396	6,270	0.0%	Shares	Sole	2024-08-07
2024-03-31	$181,453	6,270	0.0%	Shares	Sole	2024-05-14
2023-12-31	$150,605	6,270	0.0%	Shares	Sole	2024-02-05
2023-09-30	$145,652	6,270	0.0%	Shares	Sole	2023-11-03
2023-06-30	$155,370	6,270	0.0%	Shares	Sole	2023-08-14
2023-03-31	$159,634	6,270	0.0%	Shares	Sole	2023-05-02
2022-12-31	$157,627	6,270	0.0%	Shares	Sole	2023-01-19
2022-09-30	$165,214	6,270	0.0%	Shares	Sole	2022-11-04
2022-06-30	$151,420	6,270	+193.0%	Shares	Sole	2022-08-08
2022-03-31	$57,416	2,140	—	Shares	Sole	2022-04-27
No filing history on record for this holder in this stock.