KENNEDY CAPITAL MANAGEMENT LLC

Position in BWIN — Baldwin Insurance Group, Inc.

CIK 884589 ST LOUIS, MO

Position in BWIN

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$14,101,189

-$5,596,081 QoQ

Shares Held

642,716

-21.6% QoQ

Ownership

0.451%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Financial Services · as of Mar 31, 2026

KENNEDY CAPITAL MANAGEMENT LLC holds $28,080,096 across 3 Insurance Brokers names. BWIN ranks #1 (50.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BWIN	Baldwin Insurance Group, Inc. This page	642,716	$14,101,189
2	BRO	Brown & Brown, Inc.	144,850	$9,445,668
3	CRD-A	Crawford & Co	454,688	$4,533,239

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$14,101,189	642,716	-21.6%	Shares	Sole	2026-05-13
2025-12-31	$19,697,270	819,695	+37.0%	Shares	Sole	2026-02-13
2025-09-30	$16,876,293	598,238	+99.7%	Shares	Sole	2025-11-13
2025-06-30	$12,823,863	299,553	-5.0%	Shares	Sole	2025-08-13
2025-03-31	$14,086,690	315,209	-10.6%	Shares	Sole	2025-05-13
2024-12-31	$13,667,589	352,621	-17.5%	Shares	Sole	2025-02-13
2024-09-30	$21,278,245	427,274	-19.2%	Shares	Sole	2024-11-14
2024-06-30	$18,754,265	528,736	-4.8%	Shares	Sole	2024-08-14
2024-03-31	$16,066,677	555,172	-9.5%	Shares	Sole	2024-05-15
2023-12-31	$14,739,921	613,652	+42.2%	Shares	Sole	2024-02-14
2023-09-30	$10,021,607	431,408	+1.4%	Shares	Sole	2023-11-14
2023-06-30	$10,540,321	425,356	+57.5%	Shares	Sole	2023-08-14
2023-03-31	$6,875,651	270,057	+0.3%	Shares	Sole	2023-05-15
2022-12-31	$6,767,512	269,193	-16.3%	Shares	Sole	2023-02-14
2022-09-30	$8,475,767	321,661	-1.2%	Shares	Sole	2022-11-14
2022-06-30	$7,861,839	325,542	-0.5%	Shares	Sole	2022-08-10
2022-03-31	$8,778,266	327,181	+1.2%	Shares	Sole	2022-05-16
2021-12-31	$11,672,738	323,255	-5.0%	Shares	Sole	2022-02-14
2021-09-30	$11,324,925	340,190	+1.1%	Shares	Sole	2021-11-15
2021-06-30	$8,965,193	336,405	+7.0%	Shares	Sole	2021-08-16
2021-03-31	$8,566,827	314,379	+226.3%	Shares	Sole	2021-05-14
2020-12-31	$2,887,819	96,357	-1.1%	Shares	Sole	2021-02-12
2020-09-30	$2,426,159	97,397	-43.0%	Shares	Sole	2020-11-16
2020-06-30	$2,952,427	170,957	-8.4%	Shares	Sole	2020-08-14
2020-03-31	$1,968,165	186,556	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.