FRONTIER CAPITAL MANAGEMENT CO LLC

Position in BWIN — Baldwin Insurance Group, Inc.

CIK 351173 Boston, MA

Position in BWIN

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$24,187,796

+$18,014,465 QoQ

Shares Held

1,102,452

+329.1% QoQ

Ownership

0.773%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 35% Shared 0% None 65%

Financial Services · as of Mar 31, 2026

FRONTIER CAPITAL MANAGEMENT CO LLC holds $59,741,827 across 4 Insurance Brokers names. BWIN ranks #1 (40.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BWIN	Baldwin Insurance Group, Inc. This page	1,102,452	$24,187,796
2	NP	Neptune Insurance Holdings Inc.	986,848	$23,871,853
3	AON	Aon plc	34,992	$11,294,717
4	AJG	Arthur J. Gallagher & Co.	1,789	$387,461

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$24,187,796	1,102,452	+329.1%	Shares	Sole	2026-05-15
2025-12-31	$6,173,331	256,901	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.