ELEVATION WEALTH PARTNERS, LLC

Position in BWIN — Baldwin Insurance Group, Inc.

CIK 1976256 WALNUT CREEK, CA

Position in BWIN

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$17,861

+$3,118 QoQ

Shares Held

672

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#181

of 224 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $266,843 across 7 Insurance Brokers names. BWIN ranks #4 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	476	$79,334
2	AON	Aon plc	221	$73,303
3	AJG	Arthur J. Gallagher & Co.	301	$69,100
4	BWIN	Baldwin Insurance Group, Inc. This page	672	$17,861
5	BRO	Brown & Brown, Inc.	225	$14,433
6	ERIE	Erie Indemnity Co	36	$8,631
7	WTW	Willis Towers Watson PLC	16	$4,181

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,861	672	0.0%	Shares	Sole	2026-07-08
2026-03-31	$14,743	672	-42.4%	Shares	Sole	2026-04-14
2025-12-31	$28,043	1,167	0.0%	Shares	Sole	2026-01-09
2025-09-30	$32,921	1,167	0.0%	Shares	Sole	2025-10-14
2025-06-30	$49,959	1,167	+17.3%	Shares	Sole	2025-07-08
2025-03-31	$44,466	995	+19.3%	Shares	Sole	2025-04-09
2024-12-31	$32,325	834	+24.1%	Shares	Sole	2025-01-29
2024-09-30	$33,465	672	0.0%	Shares	Sole	2024-10-04
2024-06-30	$23,835	672	0.0%	Shares	Sole	2024-07-09
2024-03-31	$19,447	672	0.0%	Shares	Sole	2024-04-19
2023-12-31	$16,141	672	0.0%	Shares	Sole	2024-01-17
2023-09-30	$15,610	672	0.0%	Shares	Sole	2023-10-10
2023-06-30	$16,652	672	0.0%	Shares	Sole	2023-07-06
2023-03-31	$17,109	672	—	Shares	Sole	2023-05-04
No filing history on record for this holder in this stock.