Fortitude Family Office, LLC
Family OfficePosition in BWIN — Baldwin Insurance Group, Inc.
CIK 1950506
SCOTTSDALE, AZ
Position in BWIN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,571
+$4,007 QoQ
Shares Held
172
+760.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#202
of 223 holders
Holding Since
Jun 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, 2026Fortitude Family Office, LLC holds $83,095 across 9 Insurance Brokers names. BWIN ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
81 | $26,866 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
115 | $19,167 | |
| 3 | WTW |
Willis Towers Watson PLC
|
54 | $14,113 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
49 | $11,248 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
172 | $4,571 | |
| 6 | BRO |
Brown & Brown, Inc.
|
64 | $4,105 | |
| 7 | CRVL |
Corvel Corp
|
41 | $2,563 | |
| 8 | SLQT |
SelectQuote, Inc.
|
414 | $348 |
All Filings in BWIN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,571 | 172 | Shares | Sole | 2026-07-20 | |
| 2025-09-30 | $564 | 20 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $856 | 20 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||