Universal- Beteiligungs- und Servicegesellschaft mbH
Position in BWIN — Baldwin Insurance Group, Inc.
CIK 2057170
FRANKFURT AM MAIN, 2M
Position in BWIN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,157,312
+$568,813 QoQ
Shares Held
81,163
+12.1% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#72
of 225 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, 2026Universal- Beteiligungs- und Servicegesellschaft mbH holds $175,576,543 across 8 Insurance Brokers names. BWIN ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
514,651 | $85,776,882 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
261,632 | $60,062,858 | |
| 3 | WTW |
Willis Towers Watson PLC
|
51,340 | $13,418,735 | |
| 4 | BRO |
Brown & Brown, Inc.
|
103,529 | $6,641,385 | |
| 5 | NP |
Neptune Insurance Holdings Inc.
|
148,399 | $4,674,568 | |
| 6 | ERIE |
Erie Indemnity Co
|
10,396 | $2,492,441 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
81,163 | $2,157,312 | |
| 8 | CRVL |
Corvel Corp
|
5,636 | $352,362 |
All Filings in BWIN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,157,312 | 81,163 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $1,588,499 | 72,402 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,430,481 | 59,529 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $1,609,662 | 57,060 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $2,632,686 | 61,497 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $2,608,421 | 58,367 | Shares | Defined | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||