EQUITABLE TRUST CO

Bank

Position in BWIN — Baldwin Insurance Group, Inc.

CIK 33250 NASHVILLE, TN

Position in BWIN

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$7,522,086

+$1,313,110 QoQ

Shares Held

282,998

0.0% QoQ

Ownership

0.199%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

of 42 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

EQUITABLE TRUST CO holds $10,849,903 across 3 Insurance Brokers names. BWIN ranks #1 (69.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BWIN	Baldwin Insurance Group, Inc. This page	282,998	$7,522,086
2	AON	Aon plc	5,807	$1,926,123
3	MRSH	Marsh & Mclennan Companies, Inc.	8,410	$1,401,694

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,522,086	282,998	0.0%	Shares	Sole	2026-07-23
2026-03-31	$6,208,976	282,998	—	Shares	Sole	2026-04-30
No filing history on record for this holder in this stock.