Universal- Beteiligungs- und Servicegesellschaft mbH
Position in BWIN — Baldwin Insurance Group, Inc.
CIK 2057170
FRANKFURT AM MAIN, 2M
Position in BWIN
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,588,499
+$158,018 QoQ
Shares Held
72,402
+21.6% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Universal- Beteiligungs- und Servicegesellschaft mbH holds $201,886,761 across 7 Insurance Brokers names. BWIN ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
555,673 | $96,381,481 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
340,214 | $73,683,548 | |
| 3 | WTW |
Willis Towers Watson PLC
|
63,285 | $18,396,949 | |
| 4 | BRO |
Brown & Brown, Inc.
|
133,535 | $8,707,817 | |
| 5 | ERIE |
Erie Indemnity Co
|
11,387 | $2,861,666 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
72,402 | $1,588,499 | |
| 7 | CRVL |
Corvel Corp
|
4,882 | $266,801 |
All Filings in BWIN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||