Position in BWIN
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,633,454
-$138,710 QoQ
Shares Held
74,451
+1.0% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 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 Mar 31, 2026HB Wealth Management, LLC holds $11,629,176 across 7 Insurance Brokers names. BWIN ranks #4 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
18,142 | $3,146,729 | |
| 2 | AON |
Aon plc
|
7,509 | $2,423,755 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
9,692 | $2,099,093 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
74,451 | $1,633,454 | |
| 5 | BRO |
Brown & Brown, Inc.
|
14,877 | $970,129 | |
| 6 | WTW |
Willis Towers Watson PLC
|
3,243 | $942,740 | |
| 7 | CRD-A |
Crawford & Co
|
41,452 | $413,276 |
All Filings in BWIN
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,633,454 | 74,451 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,772,164 | 73,748 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,616,392 | 92,747 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,600,920 | 84,114 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,760,886 | 84,155 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,467,732 | 63,667 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,170,616 | 63,667 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,258,268 | 63,667 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,842,522 | 63,667 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,068,001 | 44,463 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,032,643 | 44,453 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,101,545 | 44,453 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,131,136 | 44,428 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $634,634 | 25,244 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $664,652 | 25,224 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $609,159 | 25,224 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $542,609 | 20,224 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||