Cape Investment Advisory, Inc.

Position in BWIN — Baldwin Insurance Group, Inc.

CIK 1944437 MCDONOUGH, GA

Position in BWIN

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,594

+$273 QoQ

Shares Held

+9.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#210

of 224 holders

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cape Investment Advisory, Inc. holds $1,065,003 across 6 Insurance Brokers names. BWIN ranks #5 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	4,311	$989,675
2	AON	Aon plc	201	$66,668
3	MRSH	Marsh & Mclennan Companies, Inc.	25	$4,166
4	BRO	Brown & Brown, Inc.	33	$2,116
5	BWIN	Baldwin Insurance Group, Inc. This page	60	$1,594
6	WTW	Willis Towers Watson PLC	3	$784

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,594	60	+9.1%	Shares	Defined	2026-07-23
2025-12-31	$1,321	55	0.0%	Shares	Defined	2026-02-17
2025-09-30	$1,551	55	0.0%	Shares	Defined	2025-12-29
2025-06-30	$2,354	55	—	Shares	Sole	2025-08-19
No filing history on record for this holder in this stock.