SEI INVESTMENTS CO

Position in BWIN — Baldwin Insurance Group, Inc.

CIK 350894 OAKS, PA

Position in BWIN

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$10,008,457

+$1,729,306 QoQ

Shares Held

456,174

+32.4% QoQ

Ownership

0.320%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

SEI INVESTMENTS CO holds $393,281,105 across 16 Insurance Brokers names. BWIN ranks #6 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	451,925	$145,872,350
2	WTW	Willis Towers Watson PLC	265,556	$77,197,128
3	AJG	Arthur J. Gallagher & Co.	289,267	$62,649,446
4	MRSH	Marsh & Mclennan Companies, Inc.	334,007	$57,933,513
5	BRO	Brown & Brown, Inc.	376,761	$24,568,584
6	BWIN	Baldwin Insurance Group, Inc. This page	456,174	$10,008,457
7	GSHD	Goosehead Insurance, Inc.	163,452	$6,972,861
8	CRVL	Corvel Corp	66,574	$3,638,268

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,008,457	456,174	+32.4%	Shares	Sole	2026-05-13
2025-12-31	$8,279,151	344,534	-14.6%	Shares	Sole	2026-02-13
2025-09-30	$11,382,678	403,498	+46.0%	Shares	Sole	2025-11-13
2025-06-30	$11,828,787	276,309	+14.5%	Shares	Sole	2025-08-14
2025-03-31	$10,781,551	241,252	-27.3%	Shares	Sole	2025-05-14
2024-12-31	$12,866,652	331,957	-34.3%	Shares	Sole	2025-02-11
2024-09-30	$25,174,596	505,514	-5.2%	Shares	Defined	2024-11-12
2024-06-30	$18,917,888	533,349	-5.9%	Shares	Sole	2024-08-13
2024-03-31	$16,404,898	566,859	+6.8%	Shares	Sole	2024-05-07
2023-12-31	$12,746,861	530,677	+20.1%	Shares	Sole	2024-02-14
2023-09-30	$10,265,568	441,910	+2.4%	Shares	Sole	2023-11-14
2023-06-30	$10,698,739	431,749	+6.6%	Shares	Sole	2023-08-11
2023-03-31	$10,316,569	405,207	+17.2%	Shares	Sole	2023-05-12
2022-12-31	$8,688,684	345,612	+8.8%	Shares	Sole	2023-02-10
2022-09-30	$8,366,967	317,532	-3.8%	Shares	Sole	2022-11-14
2022-06-30	$7,972,373	330,119	+23.5%	Shares	Sole	2022-08-15
2022-03-31	$7,172,383	267,327	+31.0%	Shares	Sole	2022-05-13
2021-12-31	$7,367,955	204,042	-13.3%	Shares	Sole	2022-02-14
2021-09-30	$7,834,134	235,330	+11.6%	Shares	Defined	2021-11-12
2021-06-30	$5,620,244	210,891	-3.1%	Shares	Sole	2021-08-06
2021-03-31	$5,930,199	217,622	+3.6%	Shares	Sole	2021-05-12
2020-12-31	$6,293,789	210,003	-10.6%	Shares	Sole	2021-02-08
2020-09-30	$5,854,422	235,023	+27.5%	Shares	Defined	2020-12-04
2020-06-30	$3,182,895	184,302	+629.1%	Shares	Sole	2020-08-17
2020-03-31	$266,672	25,277	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.