STATE STREET CORP

Position in BWIN — Baldwin Insurance Group, Inc.

CIK 93751 BOSTON, MA

Back to BWIN Full portfolio

Position in BWIN

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$70,858,930

+$16,595,738 QoQ

Shares Held

2,665,874

+7.8% QoQ

Ownership

1.91%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

of 224 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 18% Shared 0% None 82%

Common Shares in BWIN Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

STATE STREET CORP holds $12,091,244,121 across 16 Insurance Brokers names. BWIN ranks #8 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	22,401,676	$3,733,687,338
2	AON	Aon plc	9,416,039	$3,123,205,975
3	AJG	Arthur J. Gallagher & Co.	11,303,790	$2,595,011,070
4	WTW	Willis Towers Watson PLC	4,315,443	$1,127,927,336
5	BRO	Brown & Brown, Inc.	14,514,119	$931,080,733
6	ERIE	Erie Indemnity Co	1,437,522	$344,645,899
7	CRVL	Corvel Corp	1,289,247	$80,603,722
8	BWIN	Baldwin Insurance Group, Inc. This page	2,665,874	$70,858,930

All Filings in BWIN

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$70,858,930	2,665,874	+7.8%	Shares	Defined	2026-08-07
2026-03-31	$54,263,192	2,473,254	+16.0%	Shares	Defined	2026-05-15
2025-12-31	$51,222,804	2,131,619	+0.7%	Shares	Defined	2026-02-13
2025-09-30	$59,710,724	2,116,651	+1.5%	Shares	Defined	2025-11-14
2025-06-30	$89,248,190	2,084,751	-1.1%	Shares	Defined	2025-08-14
2025-03-31	$94,193,247	2,107,703	+1.2%	Shares	Defined	2025-05-15
2024-12-31	$80,698,823	2,082,013	+6.4%	Shares	Defined	2025-02-14
2024-09-30	$97,436,239	1,956,551	+13.3%	Shares	Defined	2024-11-14
2024-06-30	$61,262,507	1,727,164	+30.4%	Shares	Defined	2024-08-14
2024-03-31	$38,316,936	1,324,013	+0.6%	Shares	Defined	2024-05-15
2023-12-31	$31,622,281	1,316,498	+5.8%	Shares	Defined	2024-02-14
2023-09-30	$28,913,544	1,244,664	+0.2%	Shares	Defined	2023-11-14
2023-06-30	$30,772,398	1,241,824	+1.1%	Shares	Defined	2023-08-14
2023-03-31	$31,286,928	1,228,866	+6.3%	Shares	Defined	2023-05-15
2022-12-31	$29,065,812	1,156,158	+4.7%	Shares	Defined	2023-05-15
2022-09-30	$29,089,873	1,103,980	+5.3%	Shares	Defined	2022-11-15
2022-06-30	$25,316,010	1,048,282	+9.9%	Shares	Defined	2022-08-15
2022-03-31	$25,582,861	953,517	+4.5%	Shares	Defined	2022-05-16
2021-12-31	$32,958,969	912,738	+5.8%	Shares	Defined	2022-02-14
2021-09-30	$28,712,924	862,509	+3.0%	Shares	Defined	2021-11-15
2021-06-30	$22,309,781	837,140	+12.2%	Shares	Defined	2021-08-16
2021-03-31	$20,330,298	746,066	+3.8%	Shares	Defined	2021-07-09
2020-12-31	$21,544,503	718,869	+42.1%	Shares	Defined	2021-02-16
2020-09-30	$12,598,332	505,754	+58.1%	Shares	Defined	2020-11-10
2020-06-30	$5,526,313	319,995	+12.4%	Shares	Defined	2020-08-14
2020-03-31	$3,003,637	284,705	—	Shares	Defined	2020-06-19
No filing history on record for this holder in this stock.