Position in BWIN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$14,973,435
+$5,850,374 QoQ
Shares Held
682,472
+79.8% QoQ
Ownership
0.479%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.77200529838586.ToString("F0")%
Shared 0.ToString("F0")%
None 0.22799470161413213.ToString("F0")%
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026GOLDMAN SACHS GROUP INC holds $2,091,798,974 across 17 Insurance Brokers names. BWIN ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,672,959 | $637,074,737 | |
| 2 | AON |
Aon plc
|
1,583,991 | $511,280,613 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,953,270 | $423,039,214 | |
| 4 | WTW |
Willis Towers Watson PLC
|
935,744 | $272,020,778 | |
| 5 | BRO |
Brown & Brown, Inc.
|
2,280,602 | $148,718,054 | |
| 6 | ERIE |
Erie Indemnity Co
|
162,115 | $40,741,119 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
439,798 | $18,761,781 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
682,472 | $14,973,435 |
All Filings in BWIN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,973,435 | 682,472 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $9,123,061 | 379,653 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $7,142,658 | 253,196 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $11,602,793 | 271,030 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $16,964,367 | 379,601 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $14,207,204 | 366,543 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $14,191,703 | 284,974 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $7,887,108 | 222,360 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $8,006,423 | 276,656 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,443,241 | 101,717 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $1,899,608 | 81,774 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $5,987,961 | 241,645 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $5,804,496 | 227,985 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $2,291,535 | 91,151 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $3,995,081 | 151,616 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $12,930,368 | 535,419 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $21,581,891 | 804,394 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $35,886,262 | 993,804 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $47,588,487 | 1,429,513 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $27,359,822 | 1,026,635 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $33,227,505 | 1,219,358 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $37,390,691 | 1,247,604 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $23,469,454 | 942,170 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $16,726,823 | 968,548 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $5,644,133 | 534,989 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||