Position in BWIN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,957
+$2,617 QoQ
Shares Held
337
+16.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#196
of 223 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026ROTHSCHILD INVESTMENT LLC holds $12,843,387 across 14 Insurance Brokers names. BWIN ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
21,255 | $4,879,510 | |
| 2 | AON |
Aon plc
|
13,054 | $4,329,881 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
19,637 | $3,272,898 | |
| 4 | WTW |
Willis Towers Watson PLC
|
1,085 | $283,586 | |
| 5 | BRO |
Brown & Brown, Inc.
|
632 | $40,542 | |
| 6 | CRVL |
Corvel Corp
|
196 | $12,253 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
337 | $8,957 | |
| 8 | ERIE |
Erie Indemnity Co
|
28 | $6,713 |
All Filings in BWIN
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,957 | 337 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $6,340 | 289 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $552 | 23 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,551 | 55 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $5,993 | 140 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,362 | 120 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $2,131 | 55 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,988 | 60 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $886 | 25 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $144 | 5 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||