Position in BWIN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,449,300
+$1,074,983 QoQ
Shares Held
54,526
+219.6% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#84
of 226 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026CITIGROUP INC holds $397,286,621 across 19 Insurance Brokers names. BWIN ranks #9 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
570,878 | $95,148,234 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
372,212 | $85,448,707 | |
| 3 | AON |
Aon plc
|
233,032 | $77,294,382 | |
| 4 | BRO |
Brown & Brown, Inc.
|
861,844 | $55,287,291 | |
| 5 | ERIE |
Erie Indemnity Co
|
147,885 | $35,455,427 | |
| 6 | WTW |
Willis Towers Watson PLC
|
135,243 | $35,348,462 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
161,474 | $7,831,488 | |
| 8 | CRVL |
Corvel Corp
|
26,464 | $1,654,528 |
All Filings in BWIN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,449,300 | 54,526 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $374,317 | 17,061 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $93,668 | 3,898 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $357,110 | 12,659 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $1,376,382 | 32,151 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $2,370,714 | 53,048 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $2,198,931 | 56,732 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $2,366,097 | 47,512 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $508,214 | 14,328 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $287,981 | 9,951 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $205,346 | 8,549 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $3,345 | 144 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $475,156 | 19,175 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $39,284 | 1,543 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $92,238 | 3,669 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $64,240 | 2,438 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $124,057 | 5,137 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $96,184 | 3,585 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $525,436 | 14,551 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $216,817 | 6,513 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $80,936 | 3,037 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $90,388 | 3,317 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $283,486 | 9,459 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $21,945 | 881 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $48,597 | 2,814 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $51,800 | 4,910 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||