Position in BWIN
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$7,880,650
New position
Shares Held
359,191
first reported quarter
Ownership
0.252%
of shares outstanding
% of Portfolio
4.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance Brokers
Financial Services · as of Mar 31, 20261776 Wealth LLC holds $7,880,650 across 1 Insurance Brokers name. BWIN ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
359,191 | $7,880,650 |
All Filings in BWIN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,880,650 | 359,191 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||