Titelia

Fonds als Aktionäre von Baldwin Insurance Group Inc/The

ISIN US05589G1022 · Vereinigte Staaten

Fonds als Aktionäre
208
Davon ETFs
40 168 weitere Fonds
Gehaltener Wert
≈ 955,7 Mio. € 1,1 Mrd. $ · 4,5 Mio. SEK
FondsStückeWertAnteil am Fonds
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 3.697.79271,8 Mio. $0,03 %zum 31.05.2026 ↗
SMALLCAP World Fund Inc SMALLCAP World Fund Inc 2.916.59977,5 Mio. $0,08 %zum 30.06.2026 ↗
BARON SMALL CAP FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 2.700.00071,8 Mio. $2,52 %zum 30.06.2026 ↗
iShares Russell 2000 ETF iShares Trust 2.555.85167,9 Mio. $0,08 %zum 30.06.2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2.173.80457,8 Mio. $0,00 %zum 30.06.2026 ↗
Fidelity Balanced Fund Fidelity Puritan Trust 2.026.64139,4 Mio. $0,06 %zum 31.05.2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1.563.98841,6 Mio. $0,02 %zum 30.06.2026 ↗
Nomura Small Cap Core Fund Delaware Group Equity Funds V 1.551.31330,1 Mio. $0,55 %zum 29.05.2026 ↗
Fidelity Small Cap Value Fund Fidelity Securities Fund 1.162.11932,2 Mio. $0,59 %zum 31.07.2026 ↗
Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC 1.083.30028,8 Mio. $0,12 %zum 30.06.2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 1.071.84029,7 Mio. $0,09 %zum 31.07.2026 ↗
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 1.066.98428,4 Mio. $0,27 %zum 30.06.2026 ↗
BNY Mellon Small/Mid Cap Growth Fund BNY Mellon Investment Funds I 1.054.19628 Mio. $3,23 %zum 30.06.2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 914.37124,3 Mio. $0,02 %zum 30.06.2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 905.37924,1 Mio. $0,16 %zum 30.06.2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 897.74523,9 Mio. $0,05 %zum 30.06.2026 ↗
Fidelity Small Cap Stock Fund Fidelity Concord Street Trust 853.87323,7 Mio. $1,76 %zum 31.07.2026 ↗
Fidelity Small Cap Discovery Fund Fidelity Concord Street Trust 737.54420,5 Mio. $0,90 %zum 31.07.2026 ↗
Fidelity Series Small Cap Discovery Fund Fidelity Concord Street Trust 647.88618 Mio. $0,92 %zum 31.07.2026 ↗
FAM SMALL CAP FUND Fenimore Asset Management Trust 623.56416,6 Mio. $5,33 %zum 30.06.2026 ↗
Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I 623.34512,1 Mio. $0,48 %zum 31.05.2026 ↗
William Blair Small Cap Growth Fund WILLIAM BLAIR FUNDS 612.61116,3 Mio. $1,33 %zum 30.06.2026 ↗
William Blair Small-Mid Cap Growth Fund WILLIAM BLAIR FUNDS 599.91015,9 Mio. $1,21 %zum 30.06.2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 491.8039,6 Mio. $0,05 %zum 31.05.2026 ↗
Select Financials Portfolio Fidelity Select Portfolios 435.1118,4 Mio. $1,08 %zum 31.05.2026 ↗
State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST 422.81911,2 Mio. $2,46 %zum 30.06.2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 406.8267,9 Mio. $0,02 %zum 31.05.2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 383.62110,6 Mio. $0,05 %zum 31.07.2026 ↗
WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust 379.51510,5 Mio. $1,20 %zum 31.07.2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 377.2557,3 Mio. $0,03 %zum 31.05.2026 ↗
Disciplined Value Global Long/Short Fund John Hancock Investment Trust 348.1929,3 Mio. $0,71 %zum 30.06.2026 ↗
Champlain Small Company Fund ADVISORS' INNER CIRCLE FUND II 338.0009 Mio. $1,08 %zum 30.06.2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 321.8478,9 Mio. $0,24 %zum 31.07.2026 ↗
Fidelity Advisor Financials Fund Fidelity Advisor Series VII 285.8047,9 Mio. $1,17 %zum 31.07.2026 ↗
Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust 283.4007,9 Mio. $0,14 %zum 31.07.2026 ↗
VIP Balanced Portfolio Variable Insurance Products Fund III 278.9007,4 Mio. $0,08 %zum 30.06.2026 ↗
VIP Stock Selector Portfolio Variable Insurance Products Fund 252.7006,7 Mio. $0,13 %zum 30.06.2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 238.1976,6 Mio. $0,09 %zum 31.07.2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 231.7446,4 Mio. $0,08 %zum 31.07.2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 220.4576,1 Mio. $0,04 %zum 31.07.2026 ↗
TRIBUTARY SMALL COMPANY FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 211.6355,6 Mio. $0,84 %zum 30.06.2026 ↗
Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust 197.9555,5 Mio. $0,35 %zum 31.07.2026 ↗
Nicholas Limited Edition, Inc. Nicholas Limited Edition, Inc. 182.5955,1 Mio. $1,47 %zum 31.07.2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 178.8504,8 Mio. $0,08 %zum 30.06.2026 ↗
Small Cap Portfolio BNY MELLON VARIABLE INVESTMENT FUND 178.1454,7 Mio. $1,28 %zum 30.06.2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 153.6233 Mio. $0,00 %zum 31.05.2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 148.6792,9 Mio. $0,00 %zum 31.05.2026 ↗
BNY Mellon Small Cap Value Fund BNY Mellon Investment Funds I 147.9473,9 Mio. $1,28 %zum 30.06.2026 ↗
BNY Mellon Small Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 141.9452,8 Mio. $2,11 %zum 31.05.2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 137.6343,8 Mio. $0,01 %zum 31.07.2026 ↗
VIP Financials Portfolio Variable Insurance Products Fund IV 134.3473,6 Mio. $1,29 %zum 30.06.2026 ↗
William Blair Small-Mid Cap Core Fund WILLIAM BLAIR FUNDS 132.0963,5 Mio. $1,31 %zum 30.06.2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 129.6903,6 Mio. $0,09 %zum 31.07.2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 119.2742,3 Mio. $0,00 %zum 31.05.2026 ↗
Janus Henderson Venture Fund Janus Investment Fund 116.3073,1 Mio. $0,09 %zum 30.06.2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 115.9882,3 Mio. $0,02 %zum 31.05.2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 109.5442,9 Mio. $0,00 %zum 30.06.2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 106.7602,8 Mio. $0,07 %zum 30.06.2026 ↗
Boston Partners Small Cap Value Fund II RBB Fund, Inc. 105.0872 Mio. $0,25 %zum 31.05.2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 91.9052,4 Mio. $0,16 %zum 30.06.2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 89.7801,7 Mio. $0,10 %zum 31.05.2026 ↗
Madison Small Cap Fund MADISON FUNDS 89.3322,5 Mio. $1,60 %zum 31.07.2026 ↗
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 86.1202,3 Mio. $0,42 %zum 30.06.2026 ↗
Timothy Plan Small Cap Value Fund TIMOTHY PLAN 85.5442,3 Mio. $1,21 %zum 30.06.2026 ↗
SMALLCAP World Fund AMERICAN FUNDS INSURANCE SERIES 82.3012,2 Mio. $0,09 %zum 30.06.2026 ↗
Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 79.8922,1 Mio. $0,32 %zum 30.06.2026 ↗
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 79.3722,2 Mio. $0,22 %zum 31.07.2026 ↗
EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust 79.2962,1 Mio. $0,13 %zum 30.06.2026 ↗
Fidelity Balanced K6 Fund Fidelity Puritan Trust 77.5921,5 Mio. $0,06 %zum 31.05.2026 ↗
Nuveen ESG Small-Cap ETF NuShares ETF Trust 74.9132,1 Mio. $0,16 %zum 31.07.2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 73.8642 Mio. $0,01 %zum 31.07.2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 73.0332 Mio. $0,00 %zum 31.07.2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 70.3302 Mio. $0,10 %zum 31.07.2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 69.4001,8 Mio. $0,08 %zum 30.06.2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 65.6861,3 Mio. $0,05 %zum 31.05.2026 ↗
First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 64.7871,8 Mio. $0,14 %zum 31.07.2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 59.5231,2 Mio. $0,00 %zum 31.05.2026 ↗
Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust 55.5871,5 Mio. $0,10 %zum 31.07.2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 53.9581,5 Mio. $0,00 %zum 31.07.2026 ↗
Guardian Small-Mid Cap Core VIP Fund Guardian Variable Products Trust 53.0001,4 Mio. $0,66 %zum 30.06.2026 ↗
AMG Frontier Small Cap Growth Fund AMG Funds I 52.1561,4 Mio. $1,54 %zum 31.07.2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 51.4801,4 Mio. $0,07 %zum 30.06.2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 50.3711,3 Mio. $0,06 %zum 30.06.2026 ↗
Small Cap Index Fund Northern Funds 49.6351,3 Mio. $0,08 %zum 30.06.2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 46.9581,3 Mio. $0,09 %zum 31.07.2026 ↗
Aristotle Small Cap Equity Fund Aristotle Fund Series Trust 46.5361,2 Mio. $0,97 %zum 30.06.2026 ↗
Boston Partners Long/Short Research Fund RBB Fund, Inc. 44.607866.267,9 $0,15 %zum 31.05.2026 ↗
NYLIM Fiera SMID Growth Fund NYLIM FUNDS TRUST 43.9681,2 Mio. $0,61 %zum 31.07.2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 43.4191,2 Mio. $0,00 %zum 31.07.2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 43.249839.895,6 $0,00 %zum 31.05.2026 ↗
Guardian Select Mid Cap Core VIP Fund Guardian Variable Products Trust 41.9021,1 Mio. $0,64 %zum 30.06.2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 40.9911,1 Mio. $0,00 %zum 30.06.2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 40.6071,1 Mio. $0,00 %zum 31.07.2026 ↗
William Blair Growth Fund WILLIAM BLAIR FUNDS 38.3791 Mio. $0,45 %zum 30.06.2026 ↗
Small Cap Index Fund VALIC Co I 38.246742.737,3 $0,05 %zum 31.05.2026 ↗
Fidelity Disruptive Finance ETF Fidelity Covington Trust 34.452669.057,8 $1,60 %zum 31.05.2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 34.385913.953,3 $0,00 %zum 30.06.2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 34.105906.510,9 $0,03 %zum 30.06.2026 ↗
RBC SMID Cap Growth Fund RBC Funds Trust 34.040904.783,2 $0,84 %zum 30.06.2026 ↗
Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust 33.050916.807 $0,28 %zum 31.07.2026 ↗

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Die am stärksten exponierten Fonds

Das Gewicht ist der Anteil am Nettovermögen des Fonds. Die Halterliste ordnet die Fonds nach Stückzahl. Diese Liste ordnet sie nach dem Gewicht des Unternehmens in jedem Fonds.

FondsAnteil am Fonds
FAM SMALL CAP FUND Fenimore Asset Management Trust 5,33 %zum 30.06.2026 ↗
BNY Mellon Small/Mid Cap Growth Fund BNY Mellon Investment Funds I 3,23 %zum 30.06.2026 ↗
BARON SMALL CAP FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 2,52 %zum 30.06.2026 ↗
State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST 2,46 %zum 30.06.2026 ↗
BNY Mellon Small Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 2,11 %zum 31.05.2026 ↗
Fidelity Small Cap Stock Fund Fidelity Concord Street Trust 1,76 %zum 31.07.2026 ↗
Fidelity Small Cap Stock K6 Fund Fidelity Concord Street Trust 1,65 %zum 31.07.2026 ↗
Madison Small Cap Fund MADISON FUNDS 1,60 %zum 31.07.2026 ↗
Fidelity Disruptive Finance ETF Fidelity Covington Trust 1,60 %zum 31.05.2026 ↗
AMG Frontier Small Cap Growth Fund AMG Funds I 1,54 %zum 31.07.2026 ↗

Quartal für Quartal

Jede Zeile ist ein Quartal mit Meldungen bei der SEC, das jüngste zuerst. Die Veränderung vergleicht jedes Quartal mit dem vorherigen.

QuartalAktionäreVeränderungStückeVeränderung
2026Q3207-543.760.471-3,2 %
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 Tabelle zeigt die 25 größten.

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

1 Beteiligungsmeldung liegt bei der SEC vor (Schedule 13D/13G). Diese Anteile addieren sich nicht. Eine meldende Verwaltungsgesellschaft fasst ihre eigenen Fonds zusammen, und diese stehen bereits unter den Fonds dieser Seite.

AktionärGemeldeter AnteilStücke
Glazer Capital, LLC und 1 weiterer5,35 %5.179.906zum 18.09.2026 · SCHEDULE 13G
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