Position in BWIN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$637,866
New position
Shares Held
23,998
first reported quarter
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#116
of 224 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026ALLSTATE CORP holds $21,076,953 across 7 Insurance Brokers names. BWIN ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
71,774 | $11,962,572 | |
| 2 | AON |
Aon plc
|
12,853 | $4,263,211 | |
| 3 | BRO |
Brown & Brown, Inc.
|
23,232 | $1,490,332 | |
| 4 | GSHD |
Goosehead Insurance, Inc.
|
27,678 | $1,342,383 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
4,914 | $1,128,106 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
23,998 | $637,866 | |
| 7 | WTW |
Willis Towers Watson PLC
|
966 | $252,483 |
All Filings in BWIN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $637,866 | 23,998 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||