Corient Private Wealth LLC

Position in BWIN — Baldwin Insurance Group, Inc.

CIK 1948780 MIAMI, FL

Position in BWIN

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$11,023,994

+$10,207,431 QoQ

Shares Held

502,461

+1378.7% QoQ

Ownership

0.352%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 0.03940604345411883.ToString("F0")% Shared 0.ToString("F0")% None 99.96059395654588.ToString("F0")%

Financial Services · as of Mar 31, 2026

Corient Private Wealth LLC holds $91,775,270 across 12 Insurance Brokers names. BWIN ranks #4 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	222,682	$38,624,192
2	AJG	Arthur J. Gallagher & Co.	93,146	$20,173,560
3	AON	Aon plc	40,653	$13,121,975
4	BWIN	Baldwin Insurance Group, Inc. This page	502,461	$11,023,994
5	BRO	Brown & Brown, Inc.	47,436	$3,093,301
6	WTW	Willis Towers Watson PLC	7,306	$2,123,854
7	CRVL	Corvel Corp	35,499	$1,940,020
8	GSHD	Goosehead Insurance, Inc.	25,452	$1,085,782

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.