Titelia

Fund shareholders of Baldwin Insurance Group Inc/The

ISIN US05589G1022 · United States

Fund shareholders
213
Of which ETFs
40 173 other funds
Value held
1B $ 4.5M SEK
FundSharesValueWeight in fund
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 3,371,17078.3M $0.04 %as of Feb 28, 2026 ↗
SMALLCAP World Fund Inc SMALLCAP World Fund Inc 3,019,57466.2M $0.08 %as of Mar 31, 2026 ↗
BARON SMALL CAP FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 2,700,00059.2M $2.19 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2,504,85655M $0.00 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 2,335,63651.2M $0.07 %as of Mar 31, 2026 ↗
Fidelity Balanced Fund Fidelity Puritan Trust 2,111,55949.1M $0.08 %as of Feb 28, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,783,31239.1M $0.02 %as of Mar 31, 2026 ↗
BNY Mellon Small/Mid Cap Growth Fund BNY Mellon Investment Funds I 1,492,97532.8M $4.30 %as of Mar 31, 2026 ↗
Nomura Small Cap Core Fund Delaware Group Equity Funds V 1,358,37631.6M $0.55 %as of Feb 27, 2026 ↗
Fidelity Small Cap Value Fund Fidelity Securities Fund 1,200,82227.3M $0.54 %as of Apr 30, 2026 ↗
Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC 1,108,10024.3M $0.12 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 995,40821.8M $0.06 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 946,73021.5M $0.07 %as of Apr 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 875,15519.2M $0.02 %as of Mar 31, 2026 ↗
Fidelity Small Cap Stock Fund Fidelity Concord Street Trust 823,77318.7M $1.45 %as of Apr 30, 2026 ↗
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 811,86717.8M $0.19 %as of Mar 31, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 781,90517.2M $0.14 %as of Mar 31, 2026 ↗
Fidelity Small Cap Discovery Fund Fidelity Concord Street Trust 725,88316.5M $0.74 %as of Apr 30, 2026 ↗
Fidelity Series Small Cap Discovery Fund Fidelity Concord Street Trust 637,88614.5M $0.74 %as of Apr 30, 2026 ↗
William Blair Small-Mid Cap Growth Fund WILLIAM BLAIR FUNDS 603,41013.2M $1.18 %as of Mar 31, 2026 ↗
Small Cap Value Fund American Century Capital Portfolios, Inc. 595,00013.1M $0.41 %as of Mar 31, 2026 ↗
Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I 589,89213.7M $0.59 %as of Feb 28, 2026 ↗
Janus Henderson Venture Fund JANUS INVESTMENT FUND 585,49212.8M $0.42 %as of Mar 31, 2026 ↗
FAM SMALL CAP FUND Fenimore Asset Management Trust 552,76412.1M $4.02 %as of Mar 31, 2026 ↗
WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust 547,65012.4M $1.37 %as of Apr 30, 2026 ↗
William Blair Small Cap Growth Fund WILLIAM BLAIR FUNDS 536,47111.8M $1.19 %as of Mar 31, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 519,14811.8M $0.31 %as of Apr 30, 2026 ↗
Champlain Small Company Fund ADVISORS' INNER CIRCLE FUND II 482,00010.6M $1.03 %as of Mar 31, 2026 ↗
Artisan Small Cap Fund Artisan Partners Funds Inc. 406,5158.9M $1.00 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 402,3269.3M $0.01 %as of Feb 28, 2026 ↗
Select Financials Portfolio Fidelity Select Portfolios 387,2479M $0.92 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST 378,0298.3M $1.98 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 375,6918.7M $0.02 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 353,7238.2M $0.05 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 346,1188M $0.04 %as of Feb 28, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 324,6217.4M $0.04 %as of Apr 30, 2026 ↗
Fidelity Advisor Financials Fund Fidelity Advisor Series VII 285,8046.5M $1.04 %as of Apr 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 284,7546.5M $0.05 %as of Apr 30, 2026 ↗
Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust 283,4006.4M $0.12 %as of Apr 30, 2026 ↗
VIP Balanced Portfolio Variable Insurance Products Fund III 278,9006.1M $0.08 %as of Mar 31, 2026 ↗
VIP Stock Selector Portfolio Variable Insurance Products Fund 252,7005.5M $0.12 %as of Mar 31, 2026 ↗
TRIBUTARY SMALL COMPANY FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 219,8684.8M $0.85 %as of Mar 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 210,2864.8M $0.07 %as of Apr 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 200,8234.6M $0.06 %as of Apr 30, 2026 ↗
Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust 197,9554.5M $0.28 %as of Apr 30, 2026 ↗
Nicholas Limited Edition, Inc. Nicholas Limited Edition, Inc. 182,5954.1M $1.26 %as of Apr 30, 2026 ↗
Global Small Capitalization Fund AMERICAN FUNDS INSURANCE SERIES 166,8323.7M $0.13 %as of Mar 31, 2026 ↗
BNY Mellon Small Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 155,8033.6M $2.57 %as of Feb 28, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 155,5533.4M $0.07 %as of Mar 31, 2026 ↗
Small Cap Portfolio BNY MELLON VARIABLE INVESTMENT FUND 141,5483.1M $1.00 %as of Mar 31, 2026 ↗
VIP Financials Portfolio Variable Insurance Products Fund IV 134,3472.9M $1.08 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 133,1413.1M $0.00 %as of Feb 28, 2026 ↗
William Blair Small-Mid Cap Core Fund WILLIAM BLAIR FUNDS 132,1632.9M $1.28 %as of Mar 31, 2026 ↗
BNY Mellon Small Cap Value Fund BNY Mellon Investment Funds I 122,9072.7M $1.01 %as of Mar 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 119,1902.8M $0.02 %as of Feb 28, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 118,7282.6M $0.03 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 114,4552.6M $0.07 %as of Apr 30, 2026 ↗
T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. 112,8892.5M $0.14 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 106,8242.3M $0.00 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 106,7902.5M $0.00 %as of Feb 28, 2026 ↗
Boston Partners Small Cap Value Fund II RBB Fund, Inc. 105,8462.5M $0.32 %as of Feb 28, 2026 ↗
Timothy Plan Small Cap Value Fund TIMOTHY PLAN 100,2482.2M $1.33 %as of Mar 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 99,8452.2M $0.06 %as of Mar 31, 2026 ↗
Buffalo Small Cap Growth Fund Buffalo Funds 96,9202.1M $0.55 %as of Mar 31, 2026 ↗
Madison Small Cap Fund MADISON FUNDS 89,3322M $1.31 %as of Apr 30, 2026 ↗
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 86,8841.9M $0.41 %as of Mar 31, 2026 ↗
Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 79,8921.8M $0.30 %as of Mar 31, 2026 ↗
EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust 79,2961.7M $0.12 %as of Mar 31, 2026 ↗
Fidelity Balanced K6 Fund Fidelity Puritan Trust 77,5921.8M $0.08 %as of Feb 28, 2026 ↗
Nuveen ESG Small-Cap ETF NuShares ETF Trust 74,4831.7M $0.13 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 73,8641.7M $0.00 %as of Apr 30, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 73,5871.7M $0.09 %as of Apr 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 73,0331.7M $0.00 %as of Apr 30, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 72,7691.6M $0.14 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 69,9961.6M $0.00 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 65,3021.5M $0.11 %as of Feb 28, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 63,5001.4M $0.07 %as of Mar 31, 2026 ↗
William Blair Growth Fund WILLIAM BLAIR FUNDS 62,8631.4M $0.71 %as of Mar 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 52,7411.2M $0.06 %as of Mar 31, 2026 ↗
NYLI Fiera SMID Growth Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 52,2761.2M $0.51 %as of Apr 30, 2026 ↗
First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 52,2211.2M $0.11 %as of Apr 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 51,4801.1M $0.07 %as of Mar 31, 2026 ↗
Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust 49,0841.1M $0.09 %as of Apr 30, 2026 ↗
Guardian Select Mid Cap Core VIP Fund Guardian Variable Products Trust 46,8891M $0.65 %as of Mar 31, 2026 ↗
Aristotle Small Cap Equity Fund Aristotle Fund Series Trust 46,5361M $0.89 %as of Mar 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 46,1831.1M $0.05 %as of Feb 28, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 45,7101M $0.00 %as of Apr 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 45,1941M $0.00 %as of Feb 28, 2026 ↗
Small Cap Index Fund Northern Funds 44,943986K $0.07 %as of Mar 31, 2026 ↗
Boston Partners Long/Short Research Fund RBB Fund, Inc. 44,6071M $0.17 %as of Feb 28, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 44,453975.3K $0.00 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 42,770993.5K $0.00 %as of Feb 28, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 41,452941.8K $0.07 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 40,607922.6K $0.00 %as of Apr 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 40,496920.1K $0.00 %as of Apr 30, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 40,445887.4K $0.11 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 38,797851.2K $0.00 %as of Mar 31, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 36,329825.4K $0.11 %as of Apr 30, 2026 ↗
AMG Frontier Small Cap Growth Fund AMG Funds I 35,819813.8K $0.83 %as of Apr 30, 2026 ↗
RBC SMID Cap Growth Fund RBC Funds Trust 35,060769.2K $0.70 %as of Mar 31, 2026 ↗

Download this table: CSV, JSON

Report an error

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
BNY Mellon Small/Mid Cap Growth Fund BNY Mellon Investment Funds I 4.30 %as of Mar 31, 2026 ↗
FAM SMALL CAP FUND Fenimore Asset Management Trust 4.02 %as of Mar 31, 2026 ↗
BNY Mellon Small Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 2.57 %as of Feb 28, 2026 ↗
BARON SMALL CAP FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 2.19 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST 1.98 %as of Mar 31, 2026 ↗
Fidelity Small Cap Stock Fund Fidelity Concord Street Trust 1.45 %as of Apr 30, 2026 ↗
Fidelity Small Cap Stock K6 Fund Fidelity Concord Street Trust 1.44 %as of Apr 30, 2026 ↗
MetLife Small Company Equity Fund ADVISORS' INNER CIRCLE III 1.42 %as of Mar 31, 2026 ↗
WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust 1.37 %as of Apr 30, 2026 ↗
Timothy Plan Small Cap Value Fund TIMOTHY PLAN 1.33 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
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

Institutional managers

210 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
FMR LLC13,954,062306.2M $as of Mar 31, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC6,794,492149.1M $as of Mar 31, 2026
BlackRock, Inc.6,651,300145.9M $as of Mar 31, 2026
Bank of New York Mellon Corp3,918,08786M $as of Mar 31, 2026
BAMCO INC /NY/2,710,06859.5M $as of Mar 31, 2026
WESTWOOD HOLDINGS GROUP INC2,577,19656.5M $as of Mar 31, 2026
STATE STREET CORP2,473,25454.3M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC2,151,03347.2M $as of Mar 31, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.1,979,88343.4M $as of Mar 31, 2026
MORGAN STANLEY1,803,20739.6M $as of Mar 31, 2026
Annis Gardner Whiting Capital Advisors, LLC1,717,53837.7M $as of Mar 31, 2026
Capital International Investors1,643,55736.1M $as of Mar 31, 2026
T. Rowe Price Investment Management, Inc.1,572,80334.5K $as of Mar 31, 2026
NOMURA HOLDINGS INC1,543,01833.9M $as of Mar 31, 2026
Capital Research Global Investors1,542,84933.9M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,333,87129.3M $as of Mar 31, 2026
UBS Group AG1,266,82527.8M $as of Mar 31, 2026
Artisan Partners Limited Partnership1,217,97026.7M $as of Mar 31, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC1,102,45224.2M $as of Mar 31, 2026
Fiera Capital Corp1,043,77222.9M $as of Mar 31, 2026
Champlain Investment Partners, LLC1,034,26022.7M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC1,028,72922.6M $as of Mar 31, 2026
MetLife Investment Management, LLC937,69320.6M $as of Mar 31, 2026
JANUS HENDERSON GROUP PLC881,88519.3M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/848,40718.6M $as of Mar 31, 2026

Declared shareholders of Baldwin Insurance Group Inc/The

There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
L. Lowry Baldwin and 6 others17.00 %19,938,909as of Mar 31, 2026 · SCHEDULE 13G
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 7.00 %6,794,492as of Mar 31, 2026 · SCHEDULE 13G
Capital International Investors 1.70 %1,643,557as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of Baldwin Insurance Group Inc/The". https://titelia.com/en/stocks/baldwin-insurance-group-inc-the-US05589G1022