Position in BWIN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$26
+$5 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#223
of 224 holders
Holding Since
Dec 2025
3 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 Jun 30, 2026Dunhill Financial, LLC holds $61,563 across 7 Insurance Brokers names. BWIN ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
277 | $46,167 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
24 | $5,509 | |
| 3 | AON |
Aon plc
|
12 | $3,980 | |
| 4 | WTW |
Willis Towers Watson PLC
|
13 | $3,397 | |
| 5 | BRO |
Brown & Brown, Inc.
|
35 | $2,245 | |
| 6 | ERIE |
Erie Indemnity Co
|
1 | $239 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
1 | $26 |
All Filings in BWIN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26 | 1 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $21 | 1 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $48 | 2 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||