Titelia

Fund shareholders of Baldwin Insurance Group Inc/The

ISIN US05589G1022 · United States

Fund shareholders
208
Of which ETFs
40 168 other funds
Value held
≈ 1.1B $ 1.1B $ · 4.5M SEK
FundSharesValueWeight in fund
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 3,697,79271.8M $0.03 %as of May 31, 2026 ↗
SMALLCAP World Fund Inc SMALLCAP World Fund Inc 2,916,59977.5M $0.08 %as of Jun 30, 2026 ↗
BARON SMALL CAP FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 2,700,00071.8M $2.52 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 2,555,85167.9M $0.08 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2,173,80457.8M $0.00 %as of Jun 30, 2026 ↗
Fidelity Balanced Fund Fidelity Puritan Trust 2,026,64139.4M $0.06 %as of May 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,563,98841.6M $0.02 %as of Jun 30, 2026 ↗
Nomura Small Cap Core Fund Delaware Group Equity Funds V 1,551,31330.1M $0.55 %as of May 29, 2026 ↗
Fidelity Small Cap Value Fund Fidelity Securities Fund 1,162,11932.2M $0.59 %as of Jul 31, 2026 ↗
Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC 1,083,30028.8M $0.12 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 1,071,84029.7M $0.09 %as of Jul 31, 2026 ↗
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 1,066,98428.4M $0.27 %as of Jun 30, 2026 ↗
BNY Mellon Small/Mid Cap Growth Fund BNY Mellon Investment Funds I 1,054,19628M $3.23 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 914,37124.3M $0.02 %as of Jun 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 905,37924.1M $0.16 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 897,74523.9M $0.05 %as of Jun 30, 2026 ↗
Fidelity Small Cap Stock Fund Fidelity Concord Street Trust 853,87323.7M $1.76 %as of Jul 31, 2026 ↗
Fidelity Small Cap Discovery Fund Fidelity Concord Street Trust 737,54420.5M $0.90 %as of Jul 31, 2026 ↗
Fidelity Series Small Cap Discovery Fund Fidelity Concord Street Trust 647,88618M $0.92 %as of Jul 31, 2026 ↗
FAM SMALL CAP FUND Fenimore Asset Management Trust 623,56416.6M $5.33 %as of Jun 30, 2026 ↗
Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I 623,34512.1M $0.48 %as of May 31, 2026 ↗
William Blair Small Cap Growth Fund WILLIAM BLAIR FUNDS 612,61116.3M $1.33 %as of Jun 30, 2026 ↗
William Blair Small-Mid Cap Growth Fund WILLIAM BLAIR FUNDS 599,91015.9M $1.21 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 491,8039.6M $0.05 %as of May 31, 2026 ↗
Select Financials Portfolio Fidelity Select Portfolios 435,1118.4M $1.08 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST 422,81911.2M $2.46 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 406,8267.9M $0.02 %as of May 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 383,62110.6M $0.05 %as of Jul 31, 2026 ↗
WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust 379,51510.5M $1.20 %as of Jul 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 377,2557.3M $0.03 %as of May 31, 2026 ↗
Disciplined Value Global Long/Short Fund John Hancock Investment Trust 348,1929.3M $0.71 %as of Jun 30, 2026 ↗
Champlain Small Company Fund ADVISORS' INNER CIRCLE FUND II 338,0009M $1.08 %as of Jun 30, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 321,8478.9M $0.24 %as of Jul 31, 2026 ↗
Fidelity Advisor Financials Fund Fidelity Advisor Series VII 285,8047.9M $1.17 %as of Jul 31, 2026 ↗
Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust 283,4007.9M $0.14 %as of Jul 31, 2026 ↗
VIP Balanced Portfolio Variable Insurance Products Fund III 278,9007.4M $0.08 %as of Jun 30, 2026 ↗
VIP Stock Selector Portfolio Variable Insurance Products Fund 252,7006.7M $0.13 %as of Jun 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 238,1976.6M $0.09 %as of Jul 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 231,7446.4M $0.08 %as of Jul 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 220,4576.1M $0.04 %as of Jul 31, 2026 ↗
TRIBUTARY SMALL COMPANY FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 211,6355.6M $0.84 %as of Jun 30, 2026 ↗
Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust 197,9555.5M $0.35 %as of Jul 31, 2026 ↗
Nicholas Limited Edition, Inc. Nicholas Limited Edition, Inc. 182,5955.1M $1.47 %as of Jul 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 178,8504.8M $0.08 %as of Jun 30, 2026 ↗
Small Cap Portfolio BNY MELLON VARIABLE INVESTMENT FUND 178,1454.7M $1.28 %as of Jun 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 153,6233M $0.00 %as of May 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 148,6792.9M $0.00 %as of May 31, 2026 ↗
BNY Mellon Small Cap Value Fund BNY Mellon Investment Funds I 147,9473.9M $1.28 %as of Jun 30, 2026 ↗
BNY Mellon Small Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 141,9452.8M $2.11 %as of May 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 137,6343.8M $0.01 %as of Jul 31, 2026 ↗
VIP Financials Portfolio Variable Insurance Products Fund IV 134,3473.6M $1.29 %as of Jun 30, 2026 ↗
William Blair Small-Mid Cap Core Fund WILLIAM BLAIR FUNDS 132,0963.5M $1.31 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 129,6903.6M $0.09 %as of Jul 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 119,2742.3M $0.00 %as of May 31, 2026 ↗
Janus Henderson Venture Fund Janus Investment Fund 116,3073.1M $0.09 %as of Jun 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 115,9882.3M $0.02 %as of May 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 109,5442.9M $0.00 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 106,7602.8M $0.07 %as of Jun 30, 2026 ↗
Boston Partners Small Cap Value Fund II RBB Fund, Inc. 105,0872M $0.25 %as of May 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 91,9052.4M $0.16 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 89,7801.7M $0.10 %as of May 31, 2026 ↗
Madison Small Cap Fund MADISON FUNDS 89,3322.5M $1.60 %as of Jul 31, 2026 ↗
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 86,1202.3M $0.42 %as of Jun 30, 2026 ↗
Timothy Plan Small Cap Value Fund TIMOTHY PLAN 85,5442.3M $1.21 %as of Jun 30, 2026 ↗
SMALLCAP World Fund AMERICAN FUNDS INSURANCE SERIES 82,3012.2M $0.09 %as of Jun 30, 2026 ↗
Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 79,8922.1M $0.32 %as of Jun 30, 2026 ↗
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 79,3722.2M $0.22 %as of Jul 31, 2026 ↗
EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust 79,2962.1M $0.13 %as of Jun 30, 2026 ↗
Fidelity Balanced K6 Fund Fidelity Puritan Trust 77,5921.5M $0.06 %as of May 31, 2026 ↗
Nuveen ESG Small-Cap ETF NuShares ETF Trust 74,9132.1M $0.16 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 73,8642M $0.01 %as of Jul 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 73,0332M $0.00 %as of Jul 31, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 70,3302M $0.10 %as of Jul 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 69,4001.8M $0.08 %as of Jun 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 65,6861.3M $0.05 %as of May 31, 2026 ↗
First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 64,7871.8M $0.14 %as of Jul 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 59,5231.2M $0.00 %as of May 31, 2026 ↗
Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust 55,5871.5M $0.10 %as of Jul 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 53,9581.5M $0.00 %as of Jul 31, 2026 ↗
Guardian Small-Mid Cap Core VIP Fund Guardian Variable Products Trust 53,0001.4M $0.66 %as of Jun 30, 2026 ↗
AMG Frontier Small Cap Growth Fund AMG Funds I 52,1561.4M $1.54 %as of Jul 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 51,4801.4M $0.07 %as of Jun 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 50,3711.3M $0.06 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 49,6351.3M $0.08 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 46,9581.3M $0.09 %as of Jul 31, 2026 ↗
Aristotle Small Cap Equity Fund Aristotle Fund Series Trust 46,5361.2M $0.97 %as of Jun 30, 2026 ↗
Boston Partners Long/Short Research Fund RBB Fund, Inc. 44,607866.3K $0.15 %as of May 31, 2026 ↗
NYLIM Fiera SMID Growth Fund NYLIM FUNDS TRUST 43,9681.2M $0.61 %as of Jul 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 43,4191.2M $0.00 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 43,249839.9K $0.00 %as of May 31, 2026 ↗
Guardian Select Mid Cap Core VIP Fund Guardian Variable Products Trust 41,9021.1M $0.64 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 40,9911.1M $0.00 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 40,6071.1M $0.00 %as of Jul 31, 2026 ↗
William Blair Growth Fund WILLIAM BLAIR FUNDS 38,3791M $0.45 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 38,246742.7K $0.05 %as of May 31, 2026 ↗
Fidelity Disruptive Finance ETF Fidelity Covington Trust 34,452669.1K $1.60 %as of May 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 34,385914K $0.00 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 34,105906.5K $0.03 %as of Jun 30, 2026 ↗
RBC SMID Cap Growth Fund RBC Funds Trust 34,040904.8K $0.84 %as of Jun 30, 2026 ↗
Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust 33,050916.8K $0.28 %as of Jul 31, 2026 ↗

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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
FAM SMALL CAP FUND Fenimore Asset Management Trust 5.33 %as of Jun 30, 2026 ↗
BNY Mellon Small/Mid Cap Growth Fund BNY Mellon Investment Funds I 3.23 %as of Jun 30, 2026 ↗
BARON SMALL CAP FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 2.52 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST 2.46 %as of Jun 30, 2026 ↗
BNY Mellon Small Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 2.11 %as of May 31, 2026 ↗
Fidelity Small Cap Stock Fund Fidelity Concord Street Trust 1.76 %as of Jul 31, 2026 ↗
Fidelity Small Cap Stock K6 Fund Fidelity Concord Street Trust 1.65 %as of Jul 31, 2026 ↗
Madison Small Cap Fund MADISON FUNDS 1.60 %as of Jul 31, 2026 ↗
Fidelity Disruptive Finance ETF Fidelity Covington Trust 1.60 %as of May 31, 2026 ↗
AMG Frontier Small Cap Growth Fund AMG Funds I 1.54 %as of Jul 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
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

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 is 1 beneficial ownership filing. 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
Glazer Capital, LLC and 1 other5.35 %5,179,906as of Sep 18, 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