MORGAN STANLEY

Position in BWIN — Baldwin Insurance Group, Inc.

CIK 895421 NEW YORK, NY

Position in BWIN

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$39,562,358

+$26,995,680 QoQ

Shares Held

1,803,207

+244.8% QoQ

Ownership

1.26%

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 99.29764025982597.ToString("F0")% Shared 0.ToString("F0")% None 0.7023597401740344.ToString("F0")%

Financial Services · as of Mar 31, 2026

MORGAN STANLEY holds $4,723,296,428 across 21 Insurance Brokers names. BWIN ranks #7 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	6,374,945	$2,057,704,737
2	MRSH	Marsh & Mclennan Companies, Inc.	6,473,992	$1,122,913,904
3	AJG	Arthur J. Gallagher & Co.	4,056,175	$878,486,374
4	WTW	Willis Towers Watson PLC	814,668	$236,823,979
5	BRO	Brown & Brown, Inc.	3,244,972	$211,604,616
6	ERIE	Erie Indemnity Co	457,757	$115,038,907
7	BWIN	Baldwin Insurance Group, Inc. This page	1,803,207	$39,562,358
8	CRVL	Corvel Corp	694,906	$37,976,607

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$39,562,358	1,803,207	+244.8%	Shares	Defined	2026-05-15
2025-12-31	$12,566,678	522,958	+132.6%	Shares	Defined	2026-05-27
2025-09-30	$6,342,226	224,822	-18.4%	Shares	Defined	2026-05-27
2025-06-30	$11,788,115	275,359	-0.3%	Shares	Defined	2025-08-15
2025-03-31	$12,340,828	276,143	-5.0%	Shares	Defined	2025-05-15
2024-12-31	$11,264,971	290,634	-2.9%	Shares	Defined	2025-05-15
2024-09-30	$14,905,486	299,307	+47.4%	Shares	Defined	2025-05-14
2024-06-30	$7,203,917	203,099	-1.4%	Shares	Defined	2025-05-14
2024-03-31	$5,961,664	206,001	-30.1%	Shares	Defined	2024-10-17
2023-12-31	$7,076,480	294,608	+67.7%	Shares	Defined	2024-08-16
2023-09-30	$4,082,087	175,725	-21.0%	Shares	Defined	2023-11-15
2023-06-30	$5,509,632	222,342	-9.2%	Shares	Defined	2023-08-14
2023-03-31	$6,233,877	244,850	-36.4%	Shares	Defined	2023-05-15
2022-12-31	$9,674,445	384,823	-1.0%	Shares	Defined	2023-02-14
2022-09-30	$10,244,454	388,784	-27.6%	Shares	Defined	2022-11-14
2022-06-30	$12,969,705	537,048	+532.3%	Shares	Defined	2022-10-27
2022-03-31	$2,278,964	84,941	-41.4%	Shares	Defined	2022-10-27
2021-12-31	$5,229,700	144,827	-1.5%	Shares	Defined	2022-02-14
2021-09-30	$4,893,825	147,006	+4.9%	Shares	Defined	2021-11-15
2021-06-30	$3,733,716	140,102	+729.8%	Shares	Defined	2021-08-23
2021-03-31	$460,088	16,884	-75.2%	Shares	Defined	2021-05-17
2020-12-31	$2,037,419	67,982	+137.6%	Shares	Defined	2021-02-16
2020-09-30	$712,824	28,616	-9.2%	Shares	Defined	2020-11-13
2020-06-30	$544,332	31,519	+928.0%	Shares	Defined	2020-08-14
2020-03-31	$32,346	3,066	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.