Position in BWIN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$110,335
+$7,753 QoQ
Shares Held
5,029
+17.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026US BANCORP \DE\ holds $56,990,270 across 11 Insurance Brokers names. BWIN ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
136,261 | $23,634,469 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
72,485 | $15,698,799 | |
| 3 | AON |
Aon plc
|
24,891 | $8,034,315 | |
| 4 | BRO |
Brown & Brown, Inc.
|
85,656 | $5,585,626 | |
| 5 | WTW |
Willis Towers Watson PLC
|
11,686 | $3,397,119 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
6,860 | $292,647 | |
| 7 | ERIE |
Erie Indemnity Co
|
655 | $164,606 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
5,029 | $110,335 |
All Filings in BWIN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $110,335 | 5,029 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $102,582 | 4,269 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $271,829 | 9,636 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $259,213 | 6,055 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $327,888 | 7,337 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $266,937 | 6,887 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $341,826 | 6,864 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $238,038 | 6,711 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $188,977 | 6,530 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $138,762 | 5,777 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $121,794 | 5,243 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $113,045 | 4,562 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $388,849 | 15,273 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $375,766 | 14,947 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $398,385 | 15,119 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $390,022 | 16,150 | Shares | Defined | 2022-08-01 | |
| 2022-03-31 | $286,061 | 10,662 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $386,954 | 10,716 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $356,735 | 10,716 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $284,142 | 10,662 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $57,661 | 2,116 | Shares | Other | 2021-04-28 | |
| 2020-12-31 | $63,416 | 2,116 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $48,599 | 1,951 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $148,002 | 8,570 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $73,701 | 6,986 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||