Annis Gardner Whiting Capital Advisors, LLC

Position in BWIN — Baldwin Insurance Group, Inc.

CIK 1998414 TAMPA, FL

Position in BWIN

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$37,682,783

+$37,313,947 QoQ

Shares Held

1,717,538

+11089.9% QoQ

Ownership

1.20%

of shares outstanding

% of Portfolio

9.93%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Annis Gardner Whiting Capital Advisors, LLC holds $38,377,656 across 6 Insurance Brokers names. BWIN ranks #1 (98.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BWIN	Baldwin Insurance Group, Inc. This page	1,717,538	$37,682,783
2	AON	Aon plc	1,630	$526,131
3	MRSH	Marsh & Mclennan Companies, Inc.	463	$80,307
4	WTW	Willis Towers Watson PLC	120	$34,884
5	AJG	Arthur J. Gallagher & Co.	147	$31,837
6	BRO	Brown & Brown, Inc.	333	$21,714

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$37,682,783	1,717,538	+11089.9%	Shares	Sole	2026-05-06
2025-12-31	$368,836	15,349	+2.3%	Shares	Sole	2026-02-09
2025-09-30	$423,150	15,000	+96.3%	Shares	Sole	2025-11-03
2025-06-30	$327,196	7,643	+9.2%	Shares	Sole	2025-08-11
2024-12-31	$271,320	7,000	0.0%	Shares	Sole	2025-02-12
2024-09-30	$348,600	7,000	-97.3%	Shares	Sole	2024-11-14
2024-06-30	$9,084,931	256,130	-17.1%	Shares	Sole	2024-08-12
2024-03-31	$8,946,222	309,130	-5.1%	Shares	Sole	2024-05-13
2023-12-31	$7,826,436	325,830	+47.4%	Shares	Sole	2024-02-09
2023-09-30	$5,134,526	221,030	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.