Position in BWIN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,762,148
New position
Shares Held
329,652
first reported quarter
Ownership
0.236%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#46
of 224 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 91%
None 9%
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Jupiter Topco LLC holds $758,975,119 across 11 Insurance Brokers names. BWIN ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
1,940,663 | $445,518,003 | |
| 2 | WTW |
Willis Towers Watson PLC
|
916,295 | $239,492,021 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
202,645 | $33,774,841 | |
| 4 | GSHD |
Goosehead Insurance, Inc.
|
400,230 | $19,411,155 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
329,652 | $8,762,148 | |
| 6 | AON |
Aon plc
|
25,392 | $8,422,271 | |
| 7 | BRO |
Brown & Brown, Inc.
|
24,402 | $1,565,387 | |
| 8 | CRVL |
Corvel Corp
|
12,699 | $793,941 |
All Filings in BWIN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,762,148 | 329,652 | Shares | Defined | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||