Position in BWIN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,492
+$303 QoQ
Shares Held
169
-11.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#203
of 224 holders
Holding Since
Dec 2025
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, 2026Bare Financial Services, Inc holds $56,382 across 9 Insurance Brokers names. BWIN ranks #6 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
65 | $14,921 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
83 | $13,832 | |
| 3 | BRO |
Brown & Brown, Inc.
|
131 | $8,403 | |
| 4 | CRVL |
Corvel Corp
|
82 | $5,126 | |
| 5 | AON |
Aon plc
|
15 | $4,975 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
169 | $4,492 | |
| 7 | ERIE |
Erie Indemnity Co
|
11 | $2,637 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
25 | $1,212 |
All Filings in BWIN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,492 | 169 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,189 | 191 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,806 | 200 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||