Position in BWIN
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$823
+$297 QoQ
Shares Held
31
+29.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#213
of 224 holders
Holding Since
Dec 2024
5 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, 2026CoreCap Advisors, LLC holds $261,060 across 8 Insurance Brokers names. BWIN ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
516 | $118,458 | |
| 2 | BRO |
Brown & Brown, Inc.
|
842 | $54,014 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
263 | $43,834 | |
| 4 | ERIE |
Erie Indemnity Co
|
75 | $17,981 | |
| 5 | WTW |
Willis Towers Watson PLC
|
52 | $13,591 | |
| 6 | AON |
Aon plc
|
35 | $11,609 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
31 | $823 | |
| 8 | CRVL |
Corvel Corp
|
12 | $750 |
All Filings in BWIN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $823 | 31 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $526 | 24 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $576 | 24 | Shares | Sole | 2026-01-13 | |
| 2025-03-31 | $491 | 11 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $426 | 11 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||