Empower Advisory Group, LLC
Position in BWIN — Baldwin Insurance Group, Inc.
CIK 1978885
Greenwood Village, CO
Position in BWIN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$606,183
+$105,820 QoQ
Shares Held
22,806
0.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#118
of 224 holders
Holding Since
Mar 2026
2 quarters on record
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Empower Advisory Group, LLC holds $3,598,747 across 6 Insurance Brokers names. BWIN ranks #4 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
|
3,932 | $1,027,706 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
3,405 | $781,685 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,663 | $610,512 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
22,806 | $606,183 | |
| 5 | AON |
Aon plc
|
1,074 | $356,235 | |
| 6 | SLQT |
SelectQuote, Inc.
|
257,344 | $216,426 |
All Filings in BWIN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $606,183 | 22,806 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $500,363 | 22,806 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||