Position in BWIN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$10,434,270
+$4,492,832 QoQ
Shares Held
392,561
+45.0% QoQ
Ownership
0.281%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#42
of 225 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Nuveen, LLC holds $1,183,619,989 across 12 Insurance Brokers names. BWIN ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,451,900 | $575,328,171 | |
| 2 | AON |
Aon plc
|
878,682 | $291,450,031 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
725,837 | $166,630,399 | |
| 4 | WTW |
Willis Towers Watson PLC
|
266,564 | $69,671,831 | |
| 5 | BRO |
Brown & Brown, Inc.
|
583,205 | $37,412,598 | |
| 6 | NP |
Neptune Insurance Holdings Inc.
|
573,005 | $18,049,657 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
392,561 | $10,434,270 | |
| 8 | CRVL |
Corvel Corp
|
79,507 | $4,970,777 |
All Filings in BWIN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,434,270 | 392,561 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $5,941,438 | 270,804 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $5,836,574 | 242,887 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $6,741,625 | 238,980 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $10,330,095 | 241,301 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $12,031,619 | 269,224 | Shares | Defined | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||