Dockside LLC

Position in BWIN — Baldwin Insurance Group, Inc.

CIK 2074563 NEW YORK, NY

Position in BWIN

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$431,127

New position

Shares Held

16,220

first reported quarter

Ownership

0.012%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#134

of 224 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Dockside LLC holds $14,453,223 across 5 Insurance Brokers names. BWIN ranks #4 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	28,905	$6,635,720
2	AON	Aon plc	18,340	$6,083,194
3	NP	Neptune Insurance Holdings Inc.	30,795	$970,042
4	BWIN	Baldwin Insurance Group, Inc. This page	16,220	$431,127
5	TWFG	TWFG, Inc.	13,852	$333,140

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$431,127	16,220	—	Shares	Sole	2026-08-03
No filing history on record for this holder in this stock.