Skip to main content
Equibles

HB Wealth Management, LLC

Position in BWIN — Baldwin Insurance Group, Inc.

CIK 1911253 Atlanta, GA
Back to BWIN Full portfolio

Position in BWIN

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$2,743,747
+$1,110,293 QoQ
Shares Held
103,226
+38.6% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#69
of 226 holders
Holding Since
Mar 2022
18 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, 2026

HB Wealth Management, LLC holds $16,257,777 across 9 Insurance Brokers names. BWIN ranks #3 (16.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AON
Aon plc
 9,279 $3,077,751
2 AJG
Arthur J. Gallagher & Co.
 12,157 $2,790,882
3 BWIN
Baldwin Insurance Group, Inc.
This page 		103,226 $2,743,747
4 MRSH
Marsh & Mclennan Companies, Inc.
 16,262 $2,710,387
5 RYAN
Ryan Specialty Holdings, Inc.
 56,983 $2,151,678
6 BRO
Brown & Brown, Inc.
 22,415 $1,437,922
7 WTW
Willis Towers Watson PLC
 3,245 $848,145
8 ERIE
Erie Indemnity Co
 1,105 $264,923

All Filings in BWIN

Export CSV
18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,743,747 103,226
2026-03-31 $1,633,454 74,451
2025-12-31 $1,772,164 73,748
2025-09-30 $2,616,392 92,747
2025-06-30 $3,600,920 84,114
2025-03-31 $3,760,886 84,155
2024-12-31 $2,467,732 63,667
2024-09-30 $3,170,616 63,667
2024-06-30 $2,258,268 63,667
2024-03-31 $1,842,522 63,667
2023-12-31 $1,068,001 44,463
2023-09-30 $1,032,643 44,453
2023-06-30 $1,101,545 44,453
2023-03-31 $1,131,136 44,428
2022-12-31 $634,634 25,244
2022-09-30 $664,652 25,224
2022-06-30 $609,159 25,224
2022-03-31 $542,609 20,224