Position in BWIN
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$481,670
-$79,598 QoQ
Shares Held
21,954
-6.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
5 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026BLAIR WILLIAM & CO/IL holds $163,236,059 across 9 Insurance Brokers names. BWIN ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
421,605 | $136,085,661 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
74,948 | $16,232,237 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
40,642 | $7,049,354 | |
| 4 | WTW |
Willis Towers Watson PLC
|
6,198 | $1,801,758 | |
| 5 | ERIE |
Erie Indemnity Co
|
4,233 | $1,063,795 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
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|
21,954 | $481,670 | |
| 7 | NP |
Neptune Insurance Holdings Inc.
|
10,500 | $253,995 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
5,459 | $232,880 |
All Filings in BWIN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $481,670 | 21,954 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $561,268 | 23,357 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $847,541 | 30,044 | Shares | Sole | 2025-11-12 | |
| 2024-09-30 | $305,423 | 6,133 | Shares | Sole | 2024-11-12 | |
| 2020-12-31 | $583,515 | 19,470 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||