Corient Private Wealth LLC

Position in BWIN — Baldwin Insurance Group, Inc.

CIK 1948780 MIAMI, FL

Position in BWIN

as of Jun 30, 2026 · filed Aug 27, 2026 Compact

Position Value

$428,708

-$10,595,286 QoQ

Shares Held

16,129

-96.8% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#137

of 226 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Financial Services · as of Jun 30, 2026

Corient Private Wealth LLC holds $115,147,161 across 14 Insurance Brokers names. BWIN ranks #11 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	304,876	$50,813,682
2	AON	Aon plc	73,158	$24,265,776
3	AJG	Arthur J. Gallagher & Co.	96,002	$22,039,178
4	RYAN	Ryan Specialty Holdings, Inc.	129,094	$4,874,589
5	CRVL	Corvel Corp	50,913	$3,183,080
6	GSHD	Goosehead Insurance, Inc.	56,935	$2,761,347
7	BRO	Brown & Brown, Inc.	40,150	$2,575,622
8	WTW	Willis Towers Watson PLC	7,845	$2,050,447

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$428,708	16,129	-96.8%	Shares	Sole	2026-08-27
2026-03-31	$11,023,994	502,461	+1378.7%	Shares	Sole	2026-05-15
2025-12-31	$816,563	33,981	-31.3%	Shares	Sole	2026-03-09
2025-09-30	$1,394,363	49,428	-81.7%	Shares	Sole	2025-11-14
2025-06-30	$11,552,192	269,848	0.0%	Shares	Sole	2025-09-26
2025-03-31	$12,059,507	269,848	+661.3%	Shares	Sole	2025-05-14
2024-12-31	$1,373,964	35,448	-5.3%	Shares	Sole	2025-02-10
2024-06-30	$1,328,280	37,448	0.0%	Shares	Sole	2024-08-13
2024-03-31	$1,083,745	37,448	+1.4%	Shares	Sole	2024-05-09
2023-12-31	$887,154	36,934	-10.0%	Shares	Sole	2024-02-09
2023-09-30	$953,219	41,034	0.0%	Shares	Sole	2023-11-03
2023-06-30	$1,016,822	41,034	0.0%	Shares	Sole	2023-08-10
2023-03-31	$1,044,725	41,034	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.