Titelia

Fonds als Aktionäre von Baldwin Insurance Group Inc/The

ISIN US05589G1022 · Vereinigte Staaten

Fonds als Aktionäre
213
Davon ETFs
40 173 weitere Fonds
Gehaltener Wert
1 Mrd. $ 4,5 Mio. SEK
FondsStückeWertAnteil am Fonds
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 3.371.17078,3 Mio. $0,04 %zum 28.02.2026
SMALLCAP World Fund Inc SMALLCAP World Fund Inc 3.019.57466,2 Mio. $0,08 %zum 31.03.2026
BARON SMALL CAP FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 2.700.00059,2 Mio. $2,19 %zum 31.03.2026
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2.504.85655 Mio. $0,00 %zum 31.03.2026
iShares Russell 2000 ETF iShares Trust 2.335.63651,2 Mio. $0,07 %zum 31.03.2026
Fidelity Balanced Fund Fidelity Puritan Trust 2.111.55949,1 Mio. $0,08 %zum 28.02.2026
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1.783.31239,1 Mio. $0,02 %zum 31.03.2026
BNY Mellon Small/Mid Cap Growth Fund BNY Mellon Investment Funds I 1.492.97532,8 Mio. $4,30 %zum 31.03.2026
Nomura Small Cap Core Fund Delaware Group Equity Funds V 1.358.37631,6 Mio. $0,55 %zum 27.02.2026
Fidelity Small Cap Value Fund Fidelity Securities Fund 1.200.82227,3 Mio. $0,54 %zum 30.04.2026
Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC 1.108.10024,3 Mio. $0,12 %zum 31.03.2026
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 995.40821,8 Mio. $0,06 %zum 31.03.2026
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 946.73021,5 Mio. $0,07 %zum 30.04.2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 875.15519,2 Mio. $0,02 %zum 31.03.2026
Fidelity Small Cap Stock Fund Fidelity Concord Street Trust 823.77318,7 Mio. $1,45 %zum 30.04.2026
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 811.86717,8 Mio. $0,19 %zum 31.03.2026
iShares Russell 2000 Growth ETF iShares Trust 781.90517,2 Mio. $0,14 %zum 31.03.2026
Fidelity Small Cap Discovery Fund Fidelity Concord Street Trust 725.88316,5 Mio. $0,74 %zum 30.04.2026
Fidelity Series Small Cap Discovery Fund Fidelity Concord Street Trust 637.88614,5 Mio. $0,74 %zum 30.04.2026
William Blair Small-Mid Cap Growth Fund WILLIAM BLAIR FUNDS 603.41013,2 Mio. $1,18 %zum 31.03.2026
Small Cap Value Fund American Century Capital Portfolios, Inc. 595.00013,1 Mio. $0,41 %zum 31.03.2026
Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I 589.89213,7 Mio. $0,59 %zum 28.02.2026
Janus Henderson Venture Fund JANUS INVESTMENT FUND 585.49212,8 Mio. $0,42 %zum 31.03.2026
FAM SMALL CAP FUND Fenimore Asset Management Trust 552.76412,1 Mio. $4,02 %zum 31.03.2026
WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust 547.65012,4 Mio. $1,37 %zum 30.04.2026
William Blair Small Cap Growth Fund WILLIAM BLAIR FUNDS 536.47111,8 Mio. $1,19 %zum 31.03.2026
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 519.14811,8 Mio. $0,31 %zum 30.04.2026
Champlain Small Company Fund ADVISORS' INNER CIRCLE FUND II 482.00010,6 Mio. $1,03 %zum 31.03.2026
Artisan Small Cap Fund Artisan Partners Funds Inc. 406.5158,9 Mio. $1,00 %zum 31.03.2026
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 402.3269,3 Mio. $0,01 %zum 28.02.2026
Select Financials Portfolio Fidelity Select Portfolios 387.2479 Mio. $0,92 %zum 28.02.2026
State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST 378.0298,3 Mio. $1,98 %zum 31.03.2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 375.6918,7 Mio. $0,02 %zum 28.02.2026
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 353.7238,2 Mio. $0,05 %zum 28.02.2026
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 346.1188 Mio. $0,04 %zum 28.02.2026
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 324.6217,4 Mio. $0,04 %zum 30.04.2026
Fidelity Advisor Financials Fund Fidelity Advisor Series VII 285.8046,5 Mio. $1,04 %zum 30.04.2026
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 284.7546,5 Mio. $0,05 %zum 30.04.2026
Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust 283.4006,4 Mio. $0,12 %zum 30.04.2026
VIP Balanced Portfolio Variable Insurance Products Fund III 278.9006,1 Mio. $0,08 %zum 31.03.2026
VIP Stock Selector Portfolio Variable Insurance Products Fund 252.7005,5 Mio. $0,12 %zum 31.03.2026
TRIBUTARY SMALL COMPANY FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 219.8684,8 Mio. $0,85 %zum 31.03.2026
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 210.2864,8 Mio. $0,07 %zum 30.04.2026
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 200.8234,6 Mio. $0,06 %zum 30.04.2026
Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust 197.9554,5 Mio. $0,28 %zum 30.04.2026
Nicholas Limited Edition, Inc. Nicholas Limited Edition, Inc. 182.5954,1 Mio. $1,26 %zum 30.04.2026
Global Small Capitalization Fund AMERICAN FUNDS INSURANCE SERIES 166.8323,7 Mio. $0,13 %zum 31.03.2026
BNY Mellon Small Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 155.8033,6 Mio. $2,57 %zum 28.02.2026
Master Small Cap Index Series Quantitative Master Series LLC 155.5533,4 Mio. $0,07 %zum 31.03.2026
Small Cap Portfolio BNY MELLON VARIABLE INVESTMENT FUND 141.5483,1 Mio. $1,00 %zum 31.03.2026
VIP Financials Portfolio Variable Insurance Products Fund IV 134.3472,9 Mio. $1,08 %zum 31.03.2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 133.1413,1 Mio. $0,00 %zum 28.02.2026
William Blair Small-Mid Cap Core Fund WILLIAM BLAIR FUNDS 132.1632,9 Mio. $1,28 %zum 31.03.2026
BNY Mellon Small Cap Value Fund BNY Mellon Investment Funds I 122.9072,7 Mio. $1,01 %zum 31.03.2026
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 119.1902,8 Mio. $0,02 %zum 28.02.2026
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 118.7282,6 Mio. $0,03 %zum 31.03.2026
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 114.4552,6 Mio. $0,07 %zum 30.04.2026
T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. 112.8892,5 Mio. $0,14 %zum 31.03.2026
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 106.8242,3 Mio. $0,00 %zum 31.03.2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 106.7902,5 Mio. $0,00 %zum 28.02.2026
Boston Partners Small Cap Value Fund II RBB Fund, Inc. 105.8462,5 Mio. $0,32 %zum 28.02.2026
Timothy Plan Small Cap Value Fund TIMOTHY PLAN 100.2482,2 Mio. $1,33 %zum 31.03.2026
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 99.8452,2 Mio. $0,06 %zum 31.03.2026
Buffalo Small Cap Growth Fund Buffalo Funds 96.9202,1 Mio. $0,55 %zum 31.03.2026
Madison Small Cap Fund MADISON FUNDS 89.3322 Mio. $1,31 %zum 30.04.2026
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 86.8841,9 Mio. $0,41 %zum 31.03.2026
Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 79.8921,8 Mio. $0,30 %zum 31.03.2026
EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust 79.2961,7 Mio. $0,12 %zum 31.03.2026
Fidelity Balanced K6 Fund Fidelity Puritan Trust 77.5921,8 Mio. $0,08 %zum 28.02.2026
Nuveen ESG Small-Cap ETF NuShares ETF Trust 74.4831,7 Mio. $0,13 %zum 30.04.2026
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 73.8641,7 Mio. $0,00 %zum 30.04.2026
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 73.5871,7 Mio. $0,09 %zum 30.04.2026
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 73.0331,7 Mio. $0,00 %zum 30.04.2026
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 72.7691,6 Mio. $0,14 %zum 31.03.2026
Nuveen Equity Index Fund TIAA-CREF Funds 69.9961,6 Mio. $0,00 %zum 30.04.2026
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 65.3021,5 Mio. $0,11 %zum 28.02.2026
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 63.5001,4 Mio. $0,07 %zum 31.03.2026
William Blair Growth Fund WILLIAM BLAIR FUNDS 62.8631,4 Mio. $0,71 %zum 31.03.2026
AST Small-Cap Equity Portfolio Advanced Series Trust 52.7411,2 Mio. $0,06 %zum 31.03.2026
NYLI Fiera SMID Growth Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 52.2761,2 Mio. $0,51 %zum 30.04.2026
First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 52.2211,2 Mio. $0,11 %zum 30.04.2026
EQ/Small Company Index Portfolio EQ Advisors Trust 51.4801,1 Mio. $0,07 %zum 31.03.2026
Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust 49.0841,1 Mio. $0,09 %zum 30.04.2026
Guardian Select Mid Cap Core VIP Fund Guardian Variable Products Trust 46.8891 Mio. $0,65 %zum 31.03.2026
Aristotle Small Cap Equity Fund Aristotle Fund Series Trust 46.5361 Mio. $0,89 %zum 31.03.2026
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 46.1831,1 Mio. $0,05 %zum 28.02.2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 45.7101 Mio. $0,00 %zum 30.04.2026
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 45.1941 Mio. $0,00 %zum 28.02.2026
Small Cap Index Fund Northern Funds 44.943986.049,4 $0,07 %zum 31.03.2026
Boston Partners Long/Short Research Fund RBB Fund, Inc. 44.6071 Mio. $0,17 %zum 28.02.2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 44.453975.298,8 $0,00 %zum 31.03.2026
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 42.770993.547,1 $0,00 %zum 28.02.2026
Global X Russell 2000 ETF GLOBAL X FUNDS 41.452941.789,4 $0,07 %zum 30.04.2026
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 40.607922.591 $0,00 %zum 30.04.2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 40.496920.069,1 $0,00 %zum 30.04.2026
SMALL CAP EQUITY FUND GuideStone Funds 40.445887.363,3 $0,11 %zum 31.03.2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 38.797851.206,2 $0,00 %zum 31.03.2026
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 36.329825.394,9 $0,11 %zum 30.04.2026
AMG Frontier Small Cap Growth Fund AMG Funds I 35.819813.807,7 $0,83 %zum 30.04.2026
RBC SMID Cap Growth Fund RBC Funds Trust 35.060769.216,4 $0,70 %zum 31.03.2026

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Die am stärksten exponierten Fonds

Das Gewicht ist der Anteil am Nettovermögen des Fonds. Die Halterliste zählt Stücke; diese Liste misst, was das Unternehmen in jedem Fonds wiegt.

FondsAnteil am Fonds
BNY Mellon Small/Mid Cap Growth Fund BNY Mellon Investment Funds I 4,30 %zum 31.03.2026
FAM SMALL CAP FUND Fenimore Asset Management Trust 4,02 %zum 31.03.2026
BNY Mellon Small Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 2,57 %zum 28.02.2026
BARON SMALL CAP FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 2,19 %zum 31.03.2026
State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST 1,98 %zum 31.03.2026
Fidelity Small Cap Stock Fund Fidelity Concord Street Trust 1,45 %zum 30.04.2026
Fidelity Small Cap Stock K6 Fund Fidelity Concord Street Trust 1,44 %zum 30.04.2026
MetLife Small Company Equity Fund ADVISORS' INNER CIRCLE III 1,42 %zum 31.03.2026
WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust 1,37 %zum 30.04.2026
Timothy Plan Small Cap Value Fund TIMOTHY PLAN 1,33 %zum 31.03.2026

Quartal für Quartal

Jeder Quartalsdatensatz der SEC, das jüngste zuerst. Die Veränderung wird gegen das vorherige Quartal gelesen.

QuartalAktionäreVeränderungStückeVeränderung
2026Q2212-1145.186.953-3,6 %
2026Q1223-746.879.266-1,9 %
2025Q4230-1247.795.249-0,7 %
2025Q3242+848.128.931+12,5 %
2025Q2234+1042.762.270+2,8 %
2025Q1224-1541.590.686+4,0 %
2024Q4239+2339.999.934+0,6 %
2024Q3216+439.767.557+5,6 %
2024Q2212+837.666.118+5,5 %
2024Q1204-735.718.839-0,8 %
2023Q421136.021.226

Institutionelle Verwalter

210 Verwalter melden diese Gesellschaft der SEC (Formular 13F); die 25 größten folgen.

VerwalterStückeWert
FMR LLC13.954.062306,2 Mio. $zum 31.03.2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC6.794.492149,1 Mio. $zum 31.03.2026
BlackRock, Inc.6.651.300145,9 Mio. $zum 31.03.2026
Bank of New York Mellon Corp3.918.08786 Mio. $zum 31.03.2026
BAMCO INC /NY/2.710.06859,5 Mio. $zum 31.03.2026
WESTWOOD HOLDINGS GROUP INC2.577.19656,5 Mio. $zum 31.03.2026
STATE STREET CORP2.473.25454,3 Mio. $zum 31.03.2026
GEODE CAPITAL MANAGEMENT, LLC2.151.03347,2 Mio. $zum 31.03.2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.1.979.88343,4 Mio. $zum 31.03.2026
MORGAN STANLEY1.803.20739,6 Mio. $zum 31.03.2026
Annis Gardner Whiting Capital Advisors, LLC1.717.53837,7 Mio. $zum 31.03.2026
Capital International Investors1.643.55736,1 Mio. $zum 31.03.2026
T. Rowe Price Investment Management, Inc.1.572.80334.508 $zum 31.03.2026
NOMURA HOLDINGS INC1.543.01833,9 Mio. $zum 31.03.2026
Capital Research Global Investors1.542.84933,9 Mio. $zum 31.03.2026
DIMENSIONAL FUND ADVISORS LP1.333.87129,3 Mio. $zum 31.03.2026
UBS Group AG1.266.82527,8 Mio. $zum 31.03.2026
Artisan Partners Limited Partnership1.217.97026,7 Mio. $zum 31.03.2026
FRONTIER CAPITAL MANAGEMENT CO LLC1.102.45224,2 Mio. $zum 31.03.2026
Fiera Capital Corp1.043.77222,9 Mio. $zum 31.03.2026
Champlain Investment Partners, LLC1.034.26022,7 Mio. $zum 31.03.2026
AMERICAN CENTURY COMPANIES INC1.028.72922,6 Mio. $zum 31.03.2026
MetLife Investment Management, LLC937.69320,6 Mio. $zum 31.03.2026
JANUS HENDERSON GROUP PLC881.88519,3 Mio. $zum 31.03.2026
BANK OF AMERICA CORP /DE/848.40718,6 Mio. $zum 31.03.2026

Gemeldete Aktionäre von Baldwin Insurance Group Inc/The

3 Beteiligungsmeldungen bei der SEC (Schedule 13D/13G). Diese Anteile addieren sich nicht: eine meldende Verwaltungsgesellschaft fasst ihre eigenen Fonds zusammen, die oben bereits gezählt sind.

AktionärGemeldeter AnteilStücke
L. Lowry Baldwin und 6 weitere17,00 %19.938.909zum 31.03.2026 · SCHEDULE 13G
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 7,00 %6.794.492zum 31.03.2026 · SCHEDULE 13G
Capital International Investors 1,70 %1.643.557zum 31.03.2026 · SCHEDULE 13G
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