Laird Norton Wetherby Trust Company, LLC
BankPosition in BWIN — Baldwin Insurance Group, Inc.
CIK 723204
Seattle, WA
Position in BWIN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,643,635
-$711,088 QoQ
Shares Held
74,915
-23.5% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
8 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 Mar 31, 2026Laird Norton Wetherby Trust Company, LLC holds $10,722,565 across 6 Insurance Brokers names. BWIN ranks #3 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
11,771 | $3,799,442 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
17,329 | $3,005,714 | |
| 3 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
74,915 | $1,643,635 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
5,812 | $1,258,762 | |
| 5 | WTW |
Willis Towers Watson PLC
|
1,822 | $529,655 | |
| 6 | BRO |
Brown & Brown, Inc.
|
7,443 | $485,357 |
All Filings in BWIN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,643,635 | 74,915 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,354,723 | 97,991 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $2,763,790 | 97,972 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,317,691 | 30,780 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,375,558 | 30,780 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,193,032 | 30,780 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,532,844 | 30,780 | Shares | Sole | 2024-11-14 | |
| 2023-12-31 | $2,473,387 | 102,972 | Shares | Other | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||