NICHOLAS COMPANY, INC.

Position in BWIN — Baldwin Insurance Group, Inc.

CIK 903949 MILWAUKEE, WI

Position in BWIN

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$4,040,909

-$407,284 QoQ

Shares Held

184,180

-0.5% QoQ

Ownership

0.129%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2022

16 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Mar 31, 2026

NICHOLAS COMPANY, INC. holds $62,537,360 across 2 Insurance Brokers names. BWIN ranks #2 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AON	Aon plc	181,227	$58,496,451
2	BWIN	Baldwin Insurance Group, Inc. This page	184,180	$4,040,909

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,040,909	184,180	-0.5%	Shares	Sole	2026-05-04
2025-12-31	$4,448,193	185,110	+0.1%	Shares	Sole	2026-02-04
2025-09-30	$5,217,157	184,940	-0.0%	Shares	Sole	2025-11-12
2025-06-30	$7,920,920	185,025	0.0%	Shares	Sole	2025-08-05
2025-03-31	$8,268,767	185,025	+0.0%	Shares	Sole	2025-05-08
2024-12-31	$7,168,274	184,940	-0.1%	Shares	Sole	2025-02-10
2024-09-30	$9,215,988	185,060	-17.4%	Shares	Sole	2024-11-12
2024-06-30	$7,942,797	223,930	-0.1%	Shares	Sole	2024-07-24
2024-03-31	$6,484,441	224,065	0.0%	Shares	Sole	2024-05-14
2023-12-31	$5,382,041	224,065	0.0%	Shares	Sole	2024-02-13
2023-09-30	$5,205,029	224,065	0.0%	Shares	Sole	2024-02-13
2023-06-30	$5,552,330	224,065	0.0%	Shares	Sole	2024-02-13
2023-03-31	$5,704,694	224,065	+0.0%	Shares	Sole	2024-02-13
2022-12-31	$5,631,737	224,015	+34.3%	Shares	Sole	2024-02-13
2022-09-30	$4,393,599	166,740	+123.5%	Shares	Sole	2024-02-13
2022-06-30	$1,801,348	74,590	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.