Baldwin Insurance Group, Inc.

CONFLUENCE INVESTMENT MANAGEMENT LLC BWIN

Report date

3/31/2026

Quarter

2026 Q1

Filed

4/1/2026

Shares

638,637

Value ($000)

14,012

Weight

0.2%

2020 Q1 - 2026 Q1 (25 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2026 Q1	4/1/2026	14,012	0.2%	638,637	3/31/2026
2025 Q4	1/5/2026	13,925	0.2%	579,503	12/31/2025
2025 Q3	10/14/2025	11,456	0.2%	406,113	9/30/2025
2025 Q2	7/1/2025	17,690	0.2%	413,228	6/30/2025
2025 Q1	4/1/2025	18,906	0.3%	423,042	3/31/2025
2024 Q4	1/2/2025	16,747	0.2%	432,066	12/31/2024
2024 Q3	10/31/2024	21,839	0.3%	438,544	9/30/2024
2024 Q2	7/1/2024	12,265	0.2%	345,789	6/30/2024
2024 Q1	4/1/2024	3,592	0.0%	124,121	3/31/2024
2023 Q4	11/5/2024	3,329	0.0%	138,604	12/31/2023
2023 Q3	10/10/2023	3,410	0.1%	146,781	9/30/2023
2023 Q2	7/3/2023	9,930	0.1%	400,726	6/30/2023
2023 Q1	4/4/2023	11,022	0.2%	432,930	3/31/2023
2022 Q4	1/4/2023	11,038	0.2%	439,067	12/31/2022
2022 Q3	10/3/2022	13,378	0.2%	507,687	9/30/2022
2022 Q2	7/12/2022	13,505	0.2%	559,206	6/30/2022
2022 Q1	4/4/2022	15,933	0.2%	593,851	3/31/2022
2021 Q4	1/4/2022	22,058	0.3%	610,845	12/31/2021
2021 Q3	10/4/2021	24,884	0.3%	747,490	9/30/2021
2021 Q2	7/1/2021	21,121	0.3%	792,531	6/30/2021
2021 Q1	4/5/2021	21,962	0.3%	805,939	3/31/2021
2020 Q4	1/25/2021	24,389	0.4%	813,771	12/31/2020
2020 Q3	10/19/2020	7,251	0.1%	291,067	9/30/2020
2020 Q2	7/1/2020	6,722	0.1%	389,195	6/30/2020
2020 Q1	6/3/2020	2,520	0.0%	238,896	3/31/2020