Bleakley Financial Group, LLC

Position in BWIN — Baldwin Insurance Group, Inc.

CIK 1936953 PARSIPPANY, NJ

Position in BWIN

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$969,372

+$560,310 QoQ

Shares Held

36,470

+114.2% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#97

of 224 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Bleakley Financial Group, LLC holds $21,021,046 across 5 Insurance Brokers names. BWIN ranks #5 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	25,014	$8,296,893
2	MRSH	Marsh & Mclennan Companies, Inc.	46,313	$7,718,987
3	AJG	Arthur J. Gallagher & Co.	13,343	$3,063,152
4	BRO	Brown & Brown, Inc.	15,162	$972,642
5	BWIN	Baldwin Insurance Group, Inc. This page	36,470	$969,372

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$969,372	36,470	+114.2%	Shares	Sole	2026-08-05
2025-12-31	$409,062	17,023	—	Shares	Sole	2026-02-09
No filing history on record for this holder in this stock.