Position in BWIN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,872,726
+$1,864,269 QoQ
Shares Held
446,679
-2.1% QoQ
Ownership
0.320%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#38
of 225 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026SEI INVESTMENTS CO holds $390,695,312 across 14 Insurance Brokers names. BWIN ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
385,948 | $128,015,091 | |
| 2 | WTW |
Willis Towers Watson PLC
|
364,301 | $95,217,351 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
311,535 | $71,519,089 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
396,087 | $66,015,819 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
446,679 | $11,872,726 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
119,264 | $5,784,304 | |
| 7 | BRO |
Brown & Brown, Inc.
|
71,268 | $4,571,842 | |
| 8 | CRVL |
Corvel Corp
|
66,581 | $4,162,643 |
All Filings in BWIN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,872,726 | 446,679 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $10,008,457 | 456,174 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $8,279,151 | 344,534 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,382,678 | 403,498 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $11,828,787 | 276,309 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,781,551 | 241,252 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $12,866,652 | 331,957 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $25,174,596 | 505,514 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $18,917,888 | 533,349 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $16,404,898 | 566,859 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $12,746,861 | 530,677 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,265,568 | 441,910 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,698,739 | 431,749 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $10,316,569 | 405,207 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,688,684 | 345,612 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $8,366,967 | 317,532 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,972,373 | 330,119 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $7,172,383 | 267,327 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $7,367,955 | 204,042 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,834,134 | 235,330 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $5,620,244 | 210,891 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $5,930,199 | 217,622 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $6,293,789 | 210,003 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $5,854,422 | 235,023 | Shares | Defined | 2020-12-04 | |
| 2020-06-30 | $3,182,895 | 184,302 | 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. | ||||||