Position in BWIN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$60,523,535
+$20,961,177 QoQ
Shares Held
2,277,033
+26.3% QoQ
Ownership
1.63%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#10
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, 2026MORGAN STANLEY holds $4,431,015,992 across 20 Insurance Brokers names. BWIN ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
6,214,787 | $2,061,382,689 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
6,314,085 | $1,052,368,540 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
2,591,858 | $595,012,829 | |
| 4 | BRO |
Brown & Brown, Inc.
|
3,869,724 | $248,242,786 | |
| 5 | WTW |
Willis Towers Watson PLC
|
834,440 | $218,097,576 | |
| 6 | ERIE |
Erie Indemnity Co
|
513,784 | $123,179,712 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
2,277,033 | $60,523,535 | |
| 8 | CRVL |
Corvel Corp
|
655,700 | $40,994,361 |
All Filings in BWIN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,523,535 | 2,277,033 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $39,562,358 | 1,803,207 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $12,566,678 | 522,958 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $6,342,226 | 224,822 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $11,788,115 | 275,359 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $12,340,828 | 276,143 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $11,264,971 | 290,634 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $14,905,486 | 299,307 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $7,203,917 | 203,099 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $5,961,664 | 206,001 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $7,076,480 | 294,608 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $4,082,087 | 175,725 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $5,509,632 | 222,342 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $6,233,877 | 244,850 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $9,674,445 | 384,823 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $10,244,454 | 388,784 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $12,969,705 | 537,048 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $2,278,964 | 84,941 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $5,229,700 | 144,827 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,893,825 | 147,006 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,733,716 | 140,102 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $460,088 | 16,884 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,037,419 | 67,982 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $712,824 | 28,616 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $544,332 | 31,519 | 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. | ||||||