KING LUTHER CAPITAL MANAGEMENT CORP

Position in BWIN — Baldwin Insurance Group, Inc.

CIK 310051 FORT WORTH, TX

Position in BWIN

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$225,930

+$20,234 QoQ

Shares Held

8,500

-0.7% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#154

of 226 holders

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

KING LUTHER CAPITAL MANAGEMENT CORP holds $36,479,873 across 5 Insurance Brokers names. BWIN ranks #5 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	128,413	$29,479,772
2	MRSH	Marsh & Mclennan Companies, Inc.	34,426	$5,737,781
3	AON	Aon plc	1,870	$620,260
4	GSHD	Goosehead Insurance, Inc.	8,580	$416,130
5	BWIN	Baldwin Insurance Group, Inc. This page	8,500	$225,930

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$225,930	8,500	-0.7%	Shares	Sole	2026-08-10
2025-12-31	$205,696	8,560	0.0%	Shares	Sole	2026-02-09
2025-09-30	$241,477	8,560	-76.4%	Shares	Sole	2025-11-07
2025-06-30	$1,550,235	36,212	+4.2%	Shares	Sole	2025-08-07
2025-03-31	$1,553,826	34,769	+0.2%	Shares	Sole	2025-05-12
2024-12-31	$1,344,313	34,683	+29.0%	Shares	Sole	2025-02-07
2024-09-30	$1,339,122	26,890	—	Shares	Sole	2024-11-08
No filing history on record for this holder in this stock.