Position in BWIN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$509,060
+$27,390 QoQ
Shares Held
19,152
-12.8% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#124
of 226 holders
Holding Since
Dec 2020
6 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026BLAIR WILLIAM & CO/IL holds $166,590,195 across 10 Insurance Brokers names. BWIN ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
360,607 | $119,609,735 | |
| 2 | RYAN |
Ryan Specialty Holdings, Inc.
|
508,270 | $19,192,275 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
71,325 | $16,374,080 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
41,504 | $6,917,471 | |
| 5 | WTW |
Willis Towers Watson PLC
|
6,230 | $1,628,335 | |
| 6 | LIFE |
Ethos Technologies Inc.
|
63,365 | $1,149,441 | |
| 7 | ERIE |
Erie Indemnity Co
|
3,853 | $923,756 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
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|
19,152 | $509,060 |
All Filings in BWIN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $509,060 | 19,152 | Shares | Sole | 2026-08-11 | |
| 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. | ||||||