KORNITZER CAPITAL MANAGEMENT INC /KS

Position in BWIN — Baldwin Insurance Group, Inc.

CIK 898358 SHAWNEE MISSION, KS

Position in BWIN

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$2,160,651

-$2,153,190 QoQ

Shares Held

98,480

-45.1% QoQ

Ownership

0.069%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

KORNITZER CAPITAL MANAGEMENT INC /KS holds $67,594,206 across 4 Insurance Brokers names. BWIN ranks #3 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	242,349	$52,487,946
2	AON	Aon plc	40,050	$12,927,339
3	BWIN	Baldwin Insurance Group, Inc. This page	98,480	$2,160,651
4	SLQT	SelectQuote, Inc.	29,000	$18,270

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,160,651	98,480	-45.1%	Shares	Sole	2026-04-30
2025-12-31	$4,313,841	179,519	0.0%	Shares	Sole	2026-02-02
2025-09-30	$5,064,230	179,519	0.0%	Shares	Sole	2025-10-31
2025-06-30	$7,685,208	179,519	-25.4%	Shares	Sole	2025-07-31
2025-03-31	$10,749,687	240,539	0.0%	Shares	Sole	2025-05-02
2024-12-31	$9,323,291	240,539	-9.5%	Shares	Sole	2025-01-31
2024-09-30	$13,229,370	265,650	-35.4%	Shares	Sole	2024-10-31
2024-06-30	$14,588,456	411,290	0.0%	Shares	Sole	2024-08-02
2024-03-31	$11,902,732	411,290	0.0%	Shares	Sole	2024-05-02
2023-12-31	$9,879,185	411,290	0.0%	Shares	Sole	2024-01-31
2023-09-30	$9,554,266	411,290	0.0%	Shares	Sole	2023-10-31
2023-06-30	$10,191,766	411,290	+17.0%	Shares	Sole	2023-08-01
2023-03-31	$8,946,389	351,390	+0.8%	Shares	Sole	2023-05-09
2022-12-31	$8,761,667	348,515	0.0%	Shares	Sole	2023-02-02
2022-09-30	$9,183,370	348,515	-0.1%	Shares	Sole	2022-11-03
2022-06-30	$8,420,863	348,690	-28.5%	Shares	Sole	2022-08-03
2022-03-31	$13,084,186	487,670	0.0%	Shares	Sole	2022-04-27
2021-12-31	$17,609,763	487,670	0.0%	Shares	Sole	2022-02-01
2021-09-30	$16,234,534	487,670	+12.2%	Shares	Sole	2021-11-03
2021-06-30	$11,587,686	434,810	—	Shares	Sole	2021-07-30
No filing history on record for this holder in this stock.