Freestone Grove Partners LP
Position in BWIN — Baldwin Insurance Group, Inc.
CIK 2007591
San Francisco, CA
Position in BWIN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,709,707
+$8,227,683 QoQ
Shares Held
327,679
+1817.7% QoQ
Ownership
0.235%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#46
of 225 holders
Holding Since
Dec 2024
3 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, 2026Freestone Grove Partners LP holds $73,673,485 across 6 Insurance Brokers names. BWIN ranks #3 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
150,548 | $34,561,304 | |
| 2 | NP |
Neptune Insurance Holdings Inc.
|
851,067 | $26,808,610 | |
| 3 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
327,679 | $8,709,707 | |
| 4 | ERIE |
Erie Indemnity Co
|
5,801 | $1,390,789 | |
| 5 | GSHD |
Goosehead Insurance, Inc.
|
24,384 | $1,182,624 | |
| 6 | CRVL |
Corvel Corp
|
16,322 | $1,020,451 |
All Filings in BWIN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,709,707 | 327,679 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $482,024 | 17,087 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $3,929,333 | 101,376 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||