Congress Holdings

Most held

BWIN

The Baldwin Insurance Group, Inc. - Class A Common Stock

Listed by 1 member on their latest annual reports (1 row: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
Scott Franklin FL-18 Joint Fidelity Joint TBE ⇒ The Baldwin Insurance Group, Inc. - Class A Common Stock (BWIN) ST $500,001 - $1,000,000 August 10, 2026
filing 10077449, p. 2

Not counted: 1 more member lists it valued “None”, the category for no value at the end of the period: Josh Gottheimer.

How the count is made: see Most held.