UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

Position in BWIN — Baldwin Insurance Group, Inc.

CIK 861177 NEW YORK, NY

Back to BWIN Full portfolio

Position in BWIN

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$4,886,834

+$582,846 QoQ

Shares Held

183,854

-6.3% QoQ

Ownership

0.132%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#54

of 225 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 56% Shared 0% None 44%

Common Shares in BWIN Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $1,247,172,559 across 11 Insurance Brokers names. BWIN ranks #7 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	4,597,647	$766,289,821
2	AJG	Arthur J. Gallagher & Co.	1,453,774	$333,742,892
3	BRO	Brown & Brown, Inc.	1,487,718	$95,437,104
4	ERIE	Erie Indemnity Co	121,438	$29,114,757
5	AON	Aon plc	25,740	$8,537,700
6	CRVL	Corvel Corp	78,890	$4,932,199
7	BWIN	Baldwin Insurance Group, Inc. This page	183,854	$4,886,834
8	GSHD	Goosehead Insurance, Inc.	48,606	$2,357,389

All Filings in BWIN

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23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,886,834	183,854	-6.3%	Shares	Defined	2026-08-13
2026-03-31	$4,303,988	196,171	+2.9%	Shares	Defined	2026-05-13
2025-12-31	$4,579,152	190,560	+2.3%	Shares	Defined	2026-02-13
2025-09-30	$5,255,660	186,305	-34.6%	Shares	Other	2025-11-14
2025-06-30	$12,186,632	284,668	+50.1%	Shares	Defined	2025-08-14
2025-03-31	$8,475,141	189,643	+6.6%	Shares	Defined	2025-05-19
2024-12-31	$6,894,430	177,875	+22.5%	Shares	Defined	2025-02-14
2024-09-30	$7,230,310	145,187	+5.1%	Shares	Defined	2024-11-14
2024-06-30	$4,900,071	138,147	+104.5%	Shares	Defined	2024-08-14
2024-03-31	$1,955,328	67,565	0.0%	Shares	Defined	2024-05-15
2023-12-31	$1,622,909	67,565	+4.0%	Shares	Defined	2024-02-14
2023-09-30	$1,508,786	64,950	+6.7%	Shares	Defined	2023-11-13
2023-06-30	$1,507,860	60,850	0.0%	Shares	Defined	2023-08-11
2023-03-31	$1,549,238	60,850	+3.1%	Shares	Defined	2023-05-15
2022-12-31	$1,483,736	59,019	0.0%	Shares	Defined	2023-02-14
2022-09-30	$1,555,148	59,019	+16.5%	Shares	Defined	2022-11-14
2022-06-30	$1,223,002	50,642	0.0%	Shares	Defined	2022-08-12
2022-03-31	$1,358,724	50,642	+1.6%	Shares	Defined	2022-05-16
2021-12-31	$1,800,551	49,863	+21.7%	Shares	Defined	2022-02-14
2021-09-30	$1,363,957	40,972	0.0%	Shares	Defined	2021-11-15
2021-06-30	$1,091,903	40,972	+22.7%	Shares	Defined	2021-08-16
2021-03-31	$910,150	33,400	+67.8%	Shares	Defined	2021-05-14
2020-12-31	$596,403	19,900	—	Shares	Sole	2021-03-01
No filing history on record for this holder in this stock.