SJS Investment Consulting Inc.
Position in BWIN — Baldwin Insurance Group, Inc.
CIK 1894302
SYLVANIA, OH
Position in BWIN
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$744
+$659 QoQ
Shares Held
28
+1300.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#213
of 223 holders
Holding Since
Mar 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026SJS Investment Consulting Inc. holds $187,503 across 12 Insurance Brokers names. BWIN ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
156 | $51,743 | |
| 2 | BRO |
Brown & Brown, Inc.
|
704 | $45,161 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
212 | $35,334 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
90 | $20,660 | |
| 5 | WTW |
Willis Towers Watson PLC
|
62 | $16,204 | |
| 6 | ERIE |
Erie Indemnity Co
|
45 | $10,788 | |
| 7 | CRVL |
Corvel Corp
|
94 | $5,876 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
28 | $744 |
All Filings in BWIN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $744 | 28 | Shares | Defined | 2026-07-22 | |
| 2025-06-30 | $85 | 2 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $89 | 2 | Shares | Defined | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||