Position in BWIN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$35,781,143
+$6,516,016 QoQ
Shares Held
1,346,168
+0.9% QoQ
Ownership
0.965%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#19
of 225 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 92%
Shared 4%
None 4%
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $1,507,954,882 across 13 Insurance Brokers names. BWIN ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
1,240,634 | $411,505,890 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,022,672 | $337,118,740 | |
| 3 | WTW |
Willis Towers Watson PLC
|
1,005,711 | $262,862,682 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
826,025 | $189,630,556 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,660,686 | $106,533,005 | |
| 6 | CRVL |
Corvel Corp
|
1,136,109 | $71,029,532 | |
| 7 | ERIE |
Erie Indemnity Co
|
260,197 | $62,382,229 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
1,346,168 | $35,781,143 |
All Filings in BWIN
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,781,143 | 1,346,168 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $29,265,127 | 1,333,871 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $27,451,605 | 1,142,389 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $30,997,878 | 1,098,826 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $46,948,825 | 1,096,679 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $49,564,157 | 1,109,066 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $43,690,270 | 1,127,200 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $55,185,917 | 1,108,151 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $38,387,157 | 1,082,243 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $29,220,137 | 1,009,680 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $23,751,694 | 988,830 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $19,199,197 | 826,483 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $16,440,363 | 663,453 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $13,509,430 | 530,614 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,631,263 | 343,328 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $8,943,240 | 339,402 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $5,441,452 | 225,319 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $598,255 | 22,298 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,358,374 | 93,004 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $1,192,747 | 35,829 | Shares | Defined | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||