SEC 13F Intelligence

Annis Gardner Whiting Capital Advisors, LLC / BWIN

Annis Gardner Whiting Capital Advisors, LLC’s The Baldwin Insurance Grp In Position

Does Annis Gardner Whiting Capital Advisors, LLC own The Baldwin Insurance Grp In (BWIN)? Yes — 1.72M shares worth $38M (+6.03% of its 13F portfolio) as of Q1 2026, up from 15.3K shares the prior filed quarter.

Position Value
$38M
Q1 2026
Shares
1.72M
% of Portfolio
+6.03%
Quarters Held
10
currently held

Position History BWIN

Reported value by quarter
Q3 ’23: $5MQ3 ’23Q4 ’23: $8MQ1 ’24: $9MQ1 ’24Q2 ’24: $9MQ3 ’24: $348,600Q3 ’24Q4 ’24: $271,320Q2 ’25: $327,197Q2 ’25Q3 ’25: $423,150Q4 ’25: $368,837Q4 ’25Q1 ’26: $38Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.72M$38M+6.03%
Q4 202515.3K$368,837+0.07%
Q3 202515.0K$423,150+0.09%
Q2 20257.6K$327,197+0.11%
Q4 20247.0K$271,320+0.08%
Q3 20247.0K$348,600+0.10%
Q2 2024256.1K$9M+2.58%
Q1 2024309.1K$9M+3.20%
Q4 2023325.8K$8M+3.46%
Q3 2023221.0K$5M+2.74%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Annis Gardner Whiting Capital Advisors, LLC’s full portfolio or all institutional holders of BWIN.