Position in BWIN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$306,152,118
+$46,715,805 QoQ
Shares Held
13,954,062
+29.2% QoQ
Ownership
9.79%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 99.40476113693633.ToString("F0")%
Shared 0.ToString("F0")%
None 0.5952388630636728.ToString("F0")%
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026FMR LLC holds $7,110,985,466 across 18 Insurance Brokers names. BWIN ranks #5 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
14,620,963 | $3,166,608,163 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
10,180,705 | $1,765,843,279 | |
| 3 | BRO |
Brown & Brown, Inc.
|
16,050,696 | $1,046,665,885 | |
| 4 | WTW |
Willis Towers Watson PLC
|
2,153,728 | $626,088,728 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
13,954,062 | $306,152,118 | |
| 6 | AON |
Aon plc
|
523,184 | $168,873,329 | |
| 7 | ARX |
Accelerant Holdings
|
1,812,207 | $24,211,084 | |
| 8 | TWFG |
TWFG, Inc.
|
151,281 | $2,782,056 |
All Filings in BWIN
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $306,152,118 | 13,954,062 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $259,436,313 | 10,796,351 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $303,405,431 | 10,755,244 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $349,060,281 | 8,153,709 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $385,968,536 | 8,636,575 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $325,535,354 | 8,398,745 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $493,882,036 | 9,917,310 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $351,833,880 | 9,919,196 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $281,027,887 | 9,710,708 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $230,798,546 | 9,608,599 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $201,518,855 | 8,674,940 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $142,147,544 | 5,736,382 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $132,950,590 | 5,221,940 | Shares | Defined | 2023-08-11 | |
| 2022-12-31 | $128,141,294 | 5,097,108 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $142,149,606 | 5,394,672 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $128,074,984 | 5,303,312 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $141,514,243 | 5,274,478 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $184,818,525 | 5,118,209 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $167,602,564 | 5,034,622 | Shares | Defined | 2022-02-14 | |
| 2021-06-30 | $107,203,781 | 4,022,656 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $112,319,185 | 4,121,805 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $118,536,772 | 3,955,181 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $76,008,703 | 3,051,333 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $45,052,575 | 2,608,719 | Shares | Defined | 2020-08-24 | |
| No filing history on record for this holder in this stock. | ||||||