Position in BWIN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,365,893
New position
Shares Held
51,388
first reported quarter
Ownership
0.037%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#85
of 226 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 77%
Shared 0%
None 23%
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026CSM Advisors, LLC holds $1,365,893 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
|
51,388 | $1,365,893 |
All Filings in BWIN
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,365,893 | 51,388 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||