VANGUARD CAPITAL MANAGEMENT LLC
Position in BWIN — Baldwin Insurance Group, Inc.
CIK 2100119
MALVERN, PA
Position in BWIN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$84,162,406
+$8,142,084 QoQ
Shares Held
3,166,381
-8.6% QoQ
Ownership
2.27%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#5
of 224 holders
Holding Since
Mar 2026
2 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 Jun 30, 2026VANGUARD CAPITAL MANAGEMENT LLC holds $17,146,805,907 across 16 Insurance Brokers names. BWIN ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
31,472,575 | $5,245,534,075 | |
| 2 | AON |
Aon plc
|
13,603,465 | $4,512,133,305 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
16,777,183 | $3,851,537,901 | |
| 4 | WTW |
Willis Towers Watson PLC
|
6,174,220 | $1,613,755,881 | |
| 5 | BRO |
Brown & Brown, Inc.
|
18,941,212 | $1,215,078,749 | |
| 6 | ERIE |
Erie Indemnity Co
|
1,635,926 | $392,213,258 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
3,166,381 | $84,162,406 | |
| 8 | CRVL |
Corvel Corp
|
1,298,302 | $81,169,841 |
All Filings in BWIN
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,162,406 | 3,166,381 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $76,020,322 | 3,464,919 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||