CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in BWIN — Baldwin Insurance Group, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in BWIN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,228,317
+$4,348,083 QoQ
Shares Held
723,413
+6.7% QoQ
Ownership
0.519%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#29
of 224 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, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $2,004,752,468 across 14 Insurance Brokers names. BWIN ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,072,405 | $512,077,740 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
2,156,506 | $495,069,081 | |
| 3 | AON |
Aon plc
|
1,345,367 | $446,244,780 | |
| 4 | ERIE |
Erie Indemnity Co
|
855,984 | $205,222,163 | |
| 5 | WTW |
Willis Towers Watson PLC
|
629,197 | $164,453,219 | |
| 6 | BRO |
Brown & Brown, Inc.
|
1,898,071 | $121,761,254 | |
| 7 | CRVL |
Corvel Corp
|
312,845 | $19,559,069 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
723,413 | $19,228,317 |
All Filings in BWIN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,228,317 | 723,413 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $14,880,234 | 678,224 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,404,206 | 599,426 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $16,836,094 | 596,813 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $25,125,360 | 586,904 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $24,555,724 | 549,468 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $21,623,312 | 557,877 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $27,239,355 | 546,975 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $18,992,482 | 535,452 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $14,457,700 | 499,575 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $11,837,344 | 492,812 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $11,244,690 | 484,059 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $11,517,421 | 464,787 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $11,592,014 | 455,303 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $11,381,607 | 452,729 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $11,507,861 | 436,731 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,665,771 | 400,239 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $10,096,048 | 376,297 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $13,157,725 | 364,379 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $11,571,537 | 347,598 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $8,556,941 | 321,086 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $8,000,354 | 293,591 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $8,442,069 | 281,684 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $5,556,773 | 223,074 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,980,249 | 172,568 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $1,207,795 | 114,483 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||