| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| BWIN | Baldwin Insurance Group, Inc. | Chief Financial Officer, Member of 10% owner group | $4.55M | +$287K | +6.74% | Aug 7, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|