Position in BWIN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,142,106
+$604,070 QoQ
Shares Held
80,591
+15.0% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#74
of 225 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 97%
None 3%
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Invesco Ltd. holds $2,580,193,788 across 14 Insurance Brokers names. BWIN ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,305,773 | $717,643,178 | |
| 2 | WTW |
Willis Towers Watson PLC
|
2,171,679 | $567,611,732 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,750,848 | $401,942,171 | |
| 4 | AON |
Aon plc
|
1,069,331 | $354,686,392 | |
| 5 | BRO |
Brown & Brown, Inc.
|
4,098,277 | $262,904,466 | |
| 6 | ERIE |
Erie Indemnity Co
|
1,091,087 | $261,588,106 | |
| 7 | CRVL |
Corvel Corp
|
116,753 | $7,299,395 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
80,591 | $2,142,106 |
All Filings in BWIN
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,142,106 | 80,591 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,538,036 | 70,102 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,475,726 | 61,412 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $14,185,084 | 502,839 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $20,820,639 | 486,350 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $24,882,270 | 556,775 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $2,413,466 | 62,267 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $7,244,055 | 145,463 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,742,746 | 49,133 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,379,019 | 47,651 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,754,827 | 73,057 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $49,079,459 | 2,112,762 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $51,018,722 | 2,058,867 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $52,903,332 | 2,077,900 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $51,702,747 | 2,056,593 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $55,455,391 | 2,104,569 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $48,881,071 | 2,024,061 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $53,002,046 | 1,975,477 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $71,774,979 | 1,987,676 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $65,001,887 | 1,952,595 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $478,819 | 17,967 | Shares | Defined | 2021-08-17 | |
| 2021-03-31 | $366,294 | 13,442 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $257,051 | 8,577 | 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. | ||||||