| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| BWIN | Baldwin Insurance Group, Inc. | Chief Executive Officer, Director, Member of 10% Owner Group | $1.55M | -$12.3M | -88.8% | Jun 11, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|