T. Rowe Price Investment Management, Inc.
Position in BWIN — Baldwin Insurance Group, Inc.
CIK 1897612
BALTIMORE, MD
Position in BWIN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$53,452,087
+$18,944,790 QoQ
Shares Held
2,010,989
+27.9% QoQ
Ownership
1.44%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#13
of 225 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026T. Rowe Price Investment Management, Inc. holds $747,853,926 across 9 Insurance Brokers names. BWIN ranks #4 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
1,117,177 | $256,470,323 | |
| 2 | NP |
Neptune Insurance Holdings Inc.
|
5,764,064 | $181,568,016 | |
| 3 | WTW |
Willis Towers Watson PLC
|
665,179 | $173,857,835 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
2,010,989 | $53,452,087 | |
| 5 | GSHD |
Goosehead Insurance, Inc.
|
602,345 | $29,213,732 | |
| 6 | LIFE |
Ethos Technologies Inc.
|
1,582,556 | $28,707,565 | |
| 7 | TWFG |
TWFG, Inc.
|
753,680 | $18,126,004 | |
| 8 | AON |
Aon plc
|
9,756 | $3,235,967 |
All Filings in BWIN
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,452,087 | 2,010,989 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $34,507,297 | 1,572,803 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,866,990 | 452,226 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $84,658,492 | 3,001,010 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $138,544,504 | 3,236,265 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $144,461,363 | 3,232,521 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $77,282,439 | 1,993,871 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $43,994,664 | 883,427 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $17,265,057 | 486,751 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $14,896,720 | 514,745 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $12,345,823 | 513,981 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,689,392 | 589,298 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $40,954,401 | 1,652,720 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $102,456,590 | 4,024,218 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $119,439,058 | 4,750,957 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $139,119,699 | 5,279,685 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||