Venator Management LLC

Position in BWIN — Baldwin Insurance Group, Inc.

CIK 1838211 PITTSBURGH, PA

Position in BWIN

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

Position Value

$16,967,189

-$1,624,701 QoQ

Shares Held

773,345

-0.0% QoQ

Ownership

0.542%

of shares outstanding

% of Portfolio

4.86%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Mar 31, 2026

Venator Management LLC holds $17,696,211 across 3 Insurance Brokers names. BWIN ranks #1 (95.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BWIN	Baldwin Insurance Group, Inc. This page	773,345	$16,967,189
2	MRSH	Marsh & Mclennan Companies, Inc.	3,000	$520,350
3	BRO	Brown & Brown, Inc.	3,200	$208,672

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$16,967,189	773,345	-0.0%	Shares	Sole	2026-05-14
2025-12-31	$18,591,890	773,695	0.0%	Shares	Sole	2026-02-12
2025-09-30	$21,825,935	773,695	0.0%	Shares	Sole	2025-11-14
2025-06-30	$33,121,882	773,695	+2.5%	Shares	Sole	2025-08-12
2025-03-31	$33,734,023	754,845	+4.5%	Shares	Sole	2025-05-14
2024-12-31	$28,006,813	722,570	-0.2%	Shares	Sole	2025-02-12
2024-09-30	$36,045,240	723,800	-3.6%	Shares	Sole	2024-11-13
2024-06-30	$26,634,423	750,900	-4.0%	Shares	Sole	2024-08-12
2024-03-31	$22,639,038	782,275	-0.3%	Shares	Sole	2024-05-13
2023-12-31	$18,847,893	784,675	-35.3%	Shares	Sole	2024-02-14
2023-09-30	$28,162,332	1,212,326	0.0%	Shares	Sole	2023-11-14
2023-06-30	$30,041,438	1,212,326	-0.2%	Shares	Sole	2023-08-14
2023-03-31	$30,916,739	1,214,326	-0.4%	Shares	Sole	2023-05-12
2022-12-31	$30,659,512	1,219,551	-1.1%	Shares	Sole	2023-02-14
2022-09-30	$32,495,900	1,233,241	-1.1%	Shares	Sole	2022-11-14
2022-06-30	$30,125,700	1,247,441	-1.2%	Shares	Sole	2022-08-15
2022-03-31	$33,862,813	1,262,125	+0.4%	Shares	Sole	2022-05-13
2021-12-31	$45,390,089	1,256,995	-1.3%	Shares	Sole	2022-02-11
2021-09-30	$42,410,461	1,273,970	+0.9%	Shares	Sole	2021-11-15
2021-06-30	$33,641,494	1,262,345	+11.1%	Shares	Sole	2021-08-13
2021-03-31	$30,953,411	1,135,905	+46.4%	Shares	Sole	2021-05-14
2020-12-31	$23,254,172	775,915	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.