Jefferies Financial Group Inc.
Position in BWIN — Baldwin Insurance Group, Inc.
CIK 96223
NEW YORK, NY
Position in BWIN
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,058,780
+$836,725 QoQ
Shares Held
48,258
+830.4% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Jefferies Financial Group Inc. holds $5,325,700 across 7 Insurance Brokers names. BWIN ranks #2 (19.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
9,707 | $2,102,342 | |
| 2 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
48,258 | $1,058,780 | |
| 3 | ERIE |
Erie Indemnity Co
|
3,455 | $868,276 | |
| 4 | ARX |
Accelerant Holdings
|
39,178 | $523,418 | |
| 5 | CRVL |
Corvel Corp
|
6,638 | $362,766 | |
| 6 | AON |
Aon plc
|
1,004 | $324,071 | |
| 7 | WTW |
Willis Towers Watson PLC
|
296 | $86,047 |
All Filings in BWIN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,058,780 | 48,258 | Shares | Defined | 2026-05-08 | |
| 2025-06-30 | $222,055 | 5,187 | Shares | Defined | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||