WELLS FARGO & COMPANY/MN
Position in BWIN — Baldwin Insurance Group, Inc.
CIK 72971
SAN FRANCISCO, CA
Position in BWIN
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$3,087,176
-$1,236,132 QoQ
Shares Held
140,710
-21.8% QoQ
Ownership
0.099%
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 99%
Shared 0%
None 1%
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $925,404,726 across 17 Insurance Brokers names. BWIN ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,579,008 | $447,328,935 | |
| 2 | BRO |
Brown & Brown, Inc.
|
2,998,461 | $195,529,639 | |
| 3 | AON |
Aon plc
|
365,706 | $118,042,580 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
484,535 | $104,940,588 | |
| 5 | CRVL |
Corvel Corp
|
461,922 | $25,244,037 | |
| 6 | WTW |
Willis Towers Watson PLC
|
42,250 | $12,282,074 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
179,474 | $7,656,359 | |
| 8 | ERIE |
Erie Indemnity Co
|
25,900 | $6,508,927 |
All Filings in BWIN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,087,176 | 140,710 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $4,323,308 | 179,913 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,482,003 | 158,880 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $6,708,240 | 156,698 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,452,300 | 77,250 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,937,386 | 75,784 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,452,383 | 69,325 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,404,438 | 67,788 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,918,026 | 66,276 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,631,581 | 67,926 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,363,552 | 58,698 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,692,844 | 68,315 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $1,189,108 | 46,705 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $905,944 | 36,036 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $972,024 | 36,889 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,058,831 | 43,844 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,170,939 | 43,643 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,997,748 | 55,324 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,027,094 | 30,853 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,430,890 | 53,692 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,872,046 | 68,699 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $4,080,264 | 136,145 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $1,431,526 | 57,468 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $547,078 | 31,678 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $260,036 | 24,648 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||