Invesco Ltd.

Position in BWIN — Baldwin Insurance Group, Inc.

CIK 914208 Atlanta, GA

Position in BWIN

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$1,538,036

+$62,310 QoQ

Shares Held

70,102

+14.2% QoQ

Ownership

0.049%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 96.80037659410573.ToString("F0")% None 3.1996234058942683.ToString("F0")%

Financial Services · as of Mar 31, 2026

Invesco Ltd. holds $2,689,359,034 across 12 Insurance Brokers names. BWIN ranks #8 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTW	Willis Towers Watson PLC	2,327,401	$676,575,461
2	MRSH	Marsh & Mclennan Companies, Inc.	3,884,778	$673,814,736
3	AON	Aon plc	1,486,623	$479,852,164
4	AJG	Arthur J. Gallagher & Co.	1,715,812	$371,610,556
5	ERIE	Erie Indemnity Co	996,546	$250,441,973
6	BRO	Brown & Brown, Inc.	3,481,309	$227,016,155
7	CRVL	Corvel Corp	120,642	$6,593,082
8	BWIN	Baldwin Insurance Group, Inc. This page	70,102	$1,538,036

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,538,036	70,102	+14.2%	Shares	Defined	2026-05-12
2025-12-31	$1,475,726	61,412	-87.8%	Shares	Defined	2026-02-19
2025-09-30	$14,185,084	502,839	+3.4%	Shares	Defined	2025-11-13
2025-06-30	$20,820,639	486,350	-12.6%	Shares	Defined	2025-08-13
2025-03-31	$24,882,270	556,775	+794.2%	Shares	Defined	2025-05-12
2024-12-31	$2,413,466	62,267	-57.2%	Shares	Defined	2025-02-13
2024-09-30	$7,244,055	145,463	+196.1%	Shares	Defined	2024-11-12
2024-06-30	$1,742,746	49,133	+3.1%	Shares	Defined	2024-08-13
2024-03-31	$1,379,019	47,651	-34.8%	Shares	Defined	2024-05-14
2023-12-31	$1,754,827	73,057	-96.5%	Shares	Defined	2024-02-13
2023-09-30	$49,079,459	2,112,762	+2.6%	Shares	Defined	2023-11-13
2023-06-30	$51,018,722	2,058,867	-0.9%	Shares	Defined	2023-08-11
2023-03-31	$52,903,332	2,077,900	+1.0%	Shares	Defined	2023-05-12
2022-12-31	$51,702,747	2,056,593	-2.3%	Shares	Defined	2023-02-13
2022-09-30	$55,455,391	2,104,569	+4.0%	Shares	Defined	2022-11-14
2022-06-30	$48,881,071	2,024,061	+2.5%	Shares	Defined	2022-08-15
2022-03-31	$53,002,046	1,975,477	-0.6%	Shares	Defined	2022-05-16
2021-12-31	$71,774,979	1,987,676	+1.8%	Shares	Defined	2022-02-14
2021-09-30	$65,001,887	1,952,595	+10767.7%	Shares	Defined	2021-11-15
2021-06-30	$478,819	17,967	+33.7%	Shares	Defined	2021-08-17
2021-03-31	$366,294	13,442	+56.7%	Shares	Defined	2021-05-17
2020-12-31	$257,051	8,577	-81.9%	Shares	Defined	2021-02-16
2020-09-30	$1,179,762	47,361	—	Shares	Defined	2020-11-16
No filing history on record for this holder in this stock.