Position in BWIN
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,329,000
+$232,000 QoQ
Shares Held
50,000
0.0% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#10
of 42 holders
Holding Since
Mar 2025
6 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, 2026SAPIENT CAPITAL LLC holds $1,577,104 across 2 Insurance Brokers names. BWIN ranks #1 (84.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
50,000 | $1,329,000 | |
| 2 | AON |
Aon plc
|
748 | $248,104 |
All Filings in BWIN
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,329,000 | 50,000 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,097,000 | 50,000 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,201,500 | 50,000 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,410,500 | 50,000 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,140,500 | 50,000 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,234,500 | 50,000 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||