Position in BWIN
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$819,173
-$78,035 QoQ
Shares Held
37,337
0.0% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
3.55%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026ENTREWEALTH, LLC holds $819,173 across 1 Insurance Brokers name. BWIN ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
37,337 | $819,173 |
All Filings in BWIN
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $819,173 | 37,337 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $897,208 | 37,337 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $812,053 | 28,786 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||