Funds holding Baldwin Insurance Group Inc/The
213 funds declare a position · 40 ETFs and 173 other funds · 1B $· 4.5M SEK · US05589G1022
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 3,371,170 | 78.3M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 2 | SMALLCAP World Fund Inc SMALLCAP World Fund Inc | 3,019,574 | 66.2M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 3 | BARON SMALL CAP FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 2,700,000 | 59.2M $ | 2.19 % | as of Mar 31, 2026 · Original filing |
| 4 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,504,856 | 55M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 5 | iShares Russell 2000 ETF iShares Trust | 2,335,636 | 51.2M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 6 | Fidelity Balanced Fund Fidelity Puritan Trust | 2,111,559 | 49.1M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 7 | VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,783,312 | 39.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 8 | BNY Mellon Small/Mid Cap Growth Fund BNY Mellon Investment Funds I | 1,492,975 | 32.8M $ | 4.30 % | as of Mar 31, 2026 · Original filing |
| 9 | Nomura Small Cap Core Fund Delaware Group Equity Funds V | 1,358,376 | 31.6M $ | 0.55 % | as of Feb 27, 2026 · Original filing |
| 10 | Fidelity Small Cap Value Fund Fidelity Securities Fund | 1,200,822 | 27.3M $ | 0.54 % | as of Apr 30, 2026 · Original filing |
| 11 | Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC | 1,108,100 | 24.3M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 12 | VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 995,408 | 21.8M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 13 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 946,730 | 21.5M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 14 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 875,155 | 19.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 15 | Fidelity Small Cap Stock Fund Fidelity Concord Street Trust | 823,773 | 18.7M $ | 1.45 % | as of Apr 30, 2026 · Original filing |
| 16 | T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | 811,867 | 17.8M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 17 | iShares Russell 2000 Growth ETF iShares Trust | 781,905 | 17.2M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 18 | Fidelity Small Cap Discovery Fund Fidelity Concord Street Trust | 725,883 | 16.5M $ | 0.74 % | as of Apr 30, 2026 · Original filing |
| 19 | Fidelity Series Small Cap Discovery Fund Fidelity Concord Street Trust | 637,886 | 14.5M $ | 0.74 % | as of Apr 30, 2026 · Original filing |
| 20 | Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I | 589,892 | 13.7M $ | 0.59 % | as of Feb 28, 2026 · Original filing |
| 21 | William Blair Small-Mid Cap Growth Fund WILLIAM BLAIR FUNDS | 603,410 | 13.2M $ | 1.18 % | as of Mar 31, 2026 · Original filing |
| 22 | Small Cap Value Fund American Century Capital Portfolios, Inc. | 595,000 | 13.1M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| 23 | Janus Henderson Venture Fund JANUS INVESTMENT FUND | 585,492 | 12.8M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| 24 | WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust | 547,650 | 12.4M $ | 1.37 % | as of Apr 30, 2026 · Original filing |
| 25 | FAM SMALL CAP FUND Fenimore Asset Management Trust | 552,764 | 12.1M $ | 4.02 % | as of Mar 31, 2026 · Original filing |
| 26 | American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 519,148 | 11.8M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| 27 | William Blair Small Cap Growth Fund WILLIAM BLAIR FUNDS | 536,471 | 11.8M $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| 28 | Champlain Small Company Fund ADVISORS' INNER CIRCLE FUND II | 482,000 | 10.6M $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| 29 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 402,326 | 9.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 30 | Select Financials Portfolio Fidelity Select Portfolios | 387,247 | 9M $ | 0.92 % | as of Feb 28, 2026 · Original filing |
| 31 | Artisan Small Cap Fund Artisan Partners Funds Inc. | 406,515 | 8.9M $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| 32 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 375,691 | 8.7M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 33 | State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST | 378,029 | 8.3M $ | 1.98 % | as of Mar 31, 2026 · Original filing |
| 34 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 353,723 | 8.2M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 35 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 346,118 | 8M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 36 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 324,621 | 7.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 37 | Fidelity Advisor Financials Fund Fidelity Advisor Series VII | 285,804 | 6.5M $ | 1.04 % | as of Apr 30, 2026 · Original filing |
| 38 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 284,754 | 6.5M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 39 | Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust | 283,400 | 6.4M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 40 | VIP Balanced Portfolio Variable Insurance Products Fund III | 278,900 | 6.1M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 41 | VIP Stock Selector Portfolio Variable Insurance Products Fund | 252,700 | 5.5M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 42 | TRIBUTARY SMALL COMPANY FUND TRIBUTARY CAPITAL MANAGEMENT, LLC | 219,868 | 4.8M $ | 0.85 % | as of Mar 31, 2026 · Original filing |
| 43 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 210,286 | 4.8M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 44 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 200,823 | 4.6M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 45 | Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 21,700 | 4.5M SEK | 0.02 % | as of Mar 31, 2026 · Original filing |
| 46 | Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust | 197,955 | 4.5M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| 47 | Nicholas Limited Edition, Inc. Nicholas Limited Edition, Inc. | 182,595 | 4.1M $ | 1.26 % | as of Apr 30, 2026 · Original filing |
| 48 | Global Small Capitalization Fund AMERICAN FUNDS INSURANCE SERIES | 166,832 | 3.7M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 49 | BNY Mellon Small Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST | 155,803 | 3.6M $ | 2.57 % | as of Feb 28, 2026 · Original filing |
| 50 | Master Small Cap Index Series Quantitative Master Series LLC | 155,553 | 3.4M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 51 | Small Cap Portfolio BNY MELLON VARIABLE INVESTMENT FUND | 141,548 | 3.1M $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| 52 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 133,141 | 3.1M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 53 | VIP Financials Portfolio Variable Insurance Products Fund IV | 134,347 | 2.9M $ | 1.08 % | as of Mar 31, 2026 · Original filing |
| 54 | William Blair Small-Mid Cap Core Fund WILLIAM BLAIR FUNDS | 132,163 | 2.9M $ | 1.28 % | as of Mar 31, 2026 · Original filing |
| 55 | VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 119,190 | 2.8M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 56 | BNY Mellon Small Cap Value Fund BNY Mellon Investment Funds I | 122,907 | 2.7M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| 57 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 118,728 | 2.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 58 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 114,455 | 2.6M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 59 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 106,790 | 2.5M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 60 | T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. | 112,889 | 2.5M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 61 | Boston Partners Small Cap Value Fund II RBB Fund, Inc. | 105,846 | 2.5M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| 62 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 106,824 | 2.3M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 63 | Timothy Plan Small Cap Value Fund TIMOTHY PLAN | 100,248 | 2.2M $ | 1.33 % | as of Mar 31, 2026 · Original filing |
| 64 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 99,845 | 2.2M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 65 | Buffalo Small Cap Growth Fund Buffalo Funds | 96,920 | 2.1M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| 66 | Madison Small Cap Fund MADISON FUNDS | 89,332 | 2M $ | 1.31 % | as of Apr 30, 2026 · Original filing |
| 67 | State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS | 86,884 | 1.9M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| 68 | Fidelity Balanced K6 Fund Fidelity Puritan Trust | 77,592 | 1.8M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 69 | Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 79,892 | 1.8M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 70 | EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust | 79,296 | 1.7M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 71 | Nuveen ESG Small-Cap ETF NuShares ETF Trust | 74,483 | 1.7M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 72 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 73,864 | 1.7M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 73 | U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 73,587 | 1.7M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 74 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 73,033 | 1.7M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 75 | Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 72,769 | 1.6M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 76 | Nuveen Equity Index Fund TIAA-CREF Funds | 69,996 | 1.6M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 77 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 65,302 | 1.5M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 78 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 63,500 | 1.4M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 79 | William Blair Growth Fund WILLIAM BLAIR FUNDS | 62,863 | 1.4M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| 80 | NYLI Fiera SMID Growth Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 52,276 | 1.2M $ | 0.51 % | as of Apr 30, 2026 · Original filing |
| 81 | First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 52,221 | 1.2M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 82 | AST Small-Cap Equity Portfolio Advanced Series Trust | 52,741 | 1.2M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 83 | EQ/Small Company Index Portfolio EQ Advisors Trust | 51,480 | 1.1M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 84 | Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust | 49,084 | 1.1M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 85 | iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 46,183 | 1.1M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 86 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 45,194 | 1M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 87 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 45,710 | 1M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 88 | Boston Partners Long/Short Research Fund RBB Fund, Inc. | 44,607 | 1M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| 89 | Guardian Select Mid Cap Core VIP Fund Guardian Variable Products Trust | 46,889 | 1M $ | 0.65 % | as of Mar 31, 2026 · Original filing |
| 90 | Aristotle Small Cap Equity Fund Aristotle Fund Series Trust | 46,536 | 1M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| 91 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 42,770 | 993.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 92 | Small Cap Index Fund Northern Funds | 44,943 | 986K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 93 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 44,453 | 975.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 94 | Global X Russell 2000 ETF GLOBAL X FUNDS | 41,452 | 941.8K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 95 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 40,607 | 922.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 96 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 40,496 | 920.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 97 | SMALL CAP EQUITY FUND GuideStone Funds | 40,445 | 887.4K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 98 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 38,797 | 851.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 99 | JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 36,329 | 825.4K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 100 | AMG Frontier Small Cap Growth Fund AMG Funds I | 35,819 | 813.8K $ | 0.83 % | as of Apr 30, 2026 · Original filing |