BANK OF AMERICA CORP /DE/
BankPosition in BWIN — Baldwin Insurance Group, Inc.
CIK 70858
CHARLOTTE, NC
Position in BWIN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$31,472,976
+$12,858,929 QoQ
Shares Held
1,184,085
+39.6% QoQ
Ownership
0.849%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#22
of 224 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $2,025,350,929 across 16 Insurance Brokers names. BWIN ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,455,003 | $575,845,344 | |
| 2 | AON |
Aon plc
|
1,624,970 | $538,986,295 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,540,997 | $353,766,679 | |
| 4 | BRO |
Brown & Brown, Inc.
|
3,554,971 | $228,051,387 | |
| 5 | ERIE |
Erie Indemnity Co
|
526,267 | $126,172,512 | |
| 6 | WTW |
Willis Towers Watson PLC
|
453,976 | $118,655,705 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
1,184,085 | $31,472,976 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
426,003 | $20,661,144 |
All Filings in BWIN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,472,976 | 1,184,085 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $18,614,047 | 848,407 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $13,421,424 | 558,528 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $16,481,352 | 584,238 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $29,398,823 | 686,728 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $28,844,040 | 645,425 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $28,170,689 | 726,798 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $33,967,533 | 682,079 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $22,374,438 | 630,799 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $18,407,256 | 636,049 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $11,405,510 | 474,834 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $7,272,403 | 313,061 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $7,712,005 | 311,219 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $15,046,858 | 591,000 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $15,301,760 | 608,662 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $8,125,941 | 308,385 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,110,906 | 170,224 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $4,817,968 | 179,574 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $5,938,864 | 164,466 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $6,230,320 | 187,153 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,617,735 | 135,750 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $4,892,137 | 179,528 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $7,909,740 | 263,922 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $4,363,258 | 175,161 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $5,214,986 | 301,968 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,438,838 | 136,383 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||