Position in BWIN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$54,263,192
+$3,040,388 QoQ
Shares Held
2,473,254
+16.0% QoQ
Ownership
1.73%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 19.10766140477282.ToString("F0")%
Shared 0.ToString("F0")%
None 80.89233859522717.ToString("F0")%
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026STATE STREET CORP holds $11,829,490,477 across 17 Insurance Brokers names. BWIN ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
22,070,945 | $3,828,205,410 | |
| 2 | AON |
Aon plc
|
9,219,773 | $2,975,958,328 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
10,973,921 | $2,376,731,810 | |
| 4 | WTW |
Willis Towers Watson PLC
|
4,216,835 | $1,225,833,934 | |
| 5 | BRO |
Brown & Brown, Inc.
|
13,776,462 | $898,363,087 | |
| 6 | ERIE |
Erie Indemnity Co
|
1,383,027 | $347,568,515 | |
| 7 | CRVL |
Corvel Corp
|
1,209,191 | $66,082,288 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
2,473,254 | $54,263,192 |
All Filings in BWIN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $54,263,192 | 2,473,254 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $51,222,804 | 2,131,619 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $59,710,724 | 2,116,651 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $89,248,190 | 2,084,751 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $94,193,247 | 2,107,703 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $80,698,823 | 2,082,013 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $97,436,239 | 1,956,551 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $61,262,507 | 1,727,164 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $38,316,936 | 1,324,013 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $31,622,281 | 1,316,498 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $28,913,544 | 1,244,664 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $30,772,398 | 1,241,824 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $31,286,928 | 1,228,866 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $29,065,812 | 1,156,158 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $29,089,873 | 1,103,980 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $25,316,010 | 1,048,282 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $25,582,861 | 953,517 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $32,958,969 | 912,738 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $28,712,924 | 862,509 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $22,309,781 | 837,140 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $20,330,298 | 746,066 | Shares | Defined | 2021-07-09 | |
| 2020-12-31 | $21,544,503 | 718,869 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $12,598,332 | 505,754 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $5,526,313 | 319,995 | 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. | ||||||