Position in BWIN
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$9,305,585
-$22,486,872 QoQ
Shares Held
424,138
-67.9% QoQ
Ownership
0.297%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 81.50554772267516.ToString("F0")%
Shared 0.ToString("F0")%
None 18.494452277324832.ToString("F0")%
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026JPMORGAN CHASE & CO holds $7,490,800,797 across 15 Insurance Brokers names. BWIN ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
19,568,047 | $4,238,047,608 | |
| 2 | AON |
Aon plc
|
5,641,431 | $1,820,941,088 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
6,093,392 | $1,056,898,832 | |
| 4 | BRO |
Brown & Brown, Inc.
|
3,137,024 | $204,565,329 | |
| 5 | WTW |
Willis Towers Watson PLC
|
271,647 | $78,967,775 | |
| 6 | NP |
Neptune Insurance Holdings Inc.
|
1,481,103 | $35,827,881 | |
| 7 | ARX |
Accelerant Holdings
|
2,020,368 | $26,992,115 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
424,138 | $9,305,585 |
All Filings in BWIN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,305,585 | 424,138 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $31,792,457 | 1,323,032 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $42,713,182 | 1,514,115 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $58,046,762 | 1,355,916 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $69,826,692 | 1,562,468 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $64,882,068 | 1,673,944 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $61,546,223 | 1,235,868 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $2,141,819 | 60,384 | Shares | Sole | 2024-12-26 | |
| 2024-03-31 | $2,373,426 | 82,012 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $2,742,265 | 114,166 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $3,963,128 | 170,604 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $4,557,982 | 183,938 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $4,598,380 | 180,612 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $4,243,907 | 168,811 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,843,180 | 69,950 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,694,822 | 70,179 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,026,810 | 38,271 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $2,303,275 | 63,785 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,756,712 | 52,770 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,497,356 | 56,186 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $1,469,891 | 53,941 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $673,095 | 22,459 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $318,324 | 12,779 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $38,553,011 | 2,232,369 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $317,353 | 30,081 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||