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
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 32,371860.4K $0.08 %as of Jun 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 31,550838.6K $0.04 %as of Jun 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 30,083799.6K $0.07 %as of Jun 30, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 29,491783.9K $0.11 %as of Jun 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 29,441816.7K $0.03 %as of Jul 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 28,268751.4K $0.08 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 27,949542.8K $0.01 %as of May 31, 2026 ↗
Harbor Human Capital Factor US Small Cap ETF Harbor ETF Trust 27,340758.4K $0.44 %as of Jul 31, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 26,068723.1K $0.10 %as of Jul 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 25,493677.6K $0.00 %as of Jun 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 23,732658.3K $0.02 %as of Jul 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 21,7004.5M SEK0.02 %as of Mar 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 21,209563.7K $0.08 %as of Jun 30, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 20,349564.5K $0.02 %as of Jul 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 19,683523.2K $0.08 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 18,215484.2K $0.00 %as of Jun 30, 2026 ↗
Small Company Value Trust John Hancock Variable Insurance Trust 17,727471.2K $0.31 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 17,532486.3K $0.04 %as of Jul 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 16,000310.7K $0.02 %as of May 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 15,669434.7K $0.04 %as of Jul 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 15,596414.5K $0.05 %as of Jun 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 15,413409.7K $0.08 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 14,960397.6K $0.08 %as of Jun 30, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 14,465384.5K $0.08 %as of Jun 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 13,263352.5K $0.08 %as of Jun 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 12,751338.9K $0.03 %as of Jun 30, 2026 ↗
Fidelity Small Cap Stock K6 Fund Fidelity Concord Street Trust 12,373343.2K $1.65 %as of Jul 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 12,238339.5K $0.08 %as of Jul 31, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 11,803313.7K $0.08 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 11,765326.4K $0.00 %as of Jul 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 11,200297.7K $0.00 %as of Jun 30, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 11,183310.2K $0.09 %as of Jul 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 10,813300K $0.04 %as of Jul 31, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 10,214271.5K $0.01 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 10,158281.8K $0.04 %as of Jul 31, 2026 ↗
Baron Financials ETF Baron ETF Trust 9,730258.6K $0.56 %as of Jun 30, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 8,902236.6K $0.08 %as of Jun 30, 2026 ↗
Aristotle Small/Mid Cap Equity Fund Aristotle Fund Series Trust 8,887236.2K $0.99 %as of Jun 30, 2026 ↗
Multi-Manager Directional Alternative Strategies Fund COLUMBIA FUNDS SERIES TRUST I 8,840245.2K $0.07 %as of Jul 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 8,752242.8K $0.00 %as of Jul 31, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 8,708231.5K $0.15 %as of Jun 30, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 8,686240.9K $0.09 %as of Jul 31, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 8,504235.9K $0.01 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 7,953154.4K $0.00 %as of May 31, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 7,825208K $0.08 %as of Jun 30, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 7,604210.9K $0.02 %as of Jul 31, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 6,552174.2K $0.08 %as of Jun 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 6,429170.9K $0.03 %as of Jun 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 6,395177.4K $0.00 %as of Jul 31, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 6,309167.7K $0.01 %as of Jun 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 6,123169.9K $0.01 %as of Jul 31, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 5,868162.8K $0.03 %as of Jul 31, 2026 ↗
Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II 5,068140.6K $0.01 %as of Jul 31, 2026 ↗
American Century Small Cap Value Insights ETF American Century ETF Trust 4,98796.8K $0.69 %as of May 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 4,67790.8K $0.01 %as of May 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 4,624122.9K $0.03 %as of Jun 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 4,50487.5K $0.05 %as of May 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,425122.7K $0.00 %as of Jul 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 4,249112.9K $0.00 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 4,246117.8K $0.04 %as of Jul 31, 2026 ↗
State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 3,771100.2K $0.42 %as of Jun 30, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 3,56469.2K $0.02 %as of May 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 3,52368.4K $0.03 %as of May 31, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 3,44791.6K $0.03 %as of Jun 30, 2026 ↗
MetLife Small Company Equity Fund ADVISORS' INNER CIRCLE III 3,13483.3K $1.05 %as of Jun 30, 2026 ↗
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 2,96382.2K $0.09 %as of Jul 31, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 2,80074.4K $0.08 %as of Jun 30, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 2,71352.7K $0.01 %as of May 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 2,47665.8K $0.01 %as of Jun 30, 2026 ↗
Penn Series Small Cap Growth Fund Penn Series Funds Inc 2,29260.9K $0.06 %as of Jun 30, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 2,27144.1K $0.01 %as of May 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,22159K $0.01 %as of Jun 30, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 2,07357.5K $0.00 %as of Jul 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 1,91650.9K $0.00 %as of Jun 30, 2026 ↗
Multimanager Aggressive Equity Portfolio EQ Advisors Trust 1,90050.5K $0.00 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,80047.8K $0.00 %as of Jun 30, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 1,79434.8K $0.01 %as of May 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 1,54641.1K $0.01 %as of Jun 30, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 1,53240.7K $0.00 %as of Jun 30, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 1,51040.1K $0.00 %as of Jun 30, 2026 ↗
American Century Small Cap Growth Insights ETF American Century ETF Trust 1,47428.6K $0.17 %as of May 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 1,36837.9K $0.00 %as of Jul 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 1,31136.4K $0.00 %as of Jul 31, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 1,26235K $0.06 %as of Jul 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 1,17931.3K $0.00 %as of Jun 30, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 89123.7K $0.00 %as of Jun 30, 2026 ↗
Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust 58416.2K $0.15 %as of Jul 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 54014.4K $0.00 %as of Jun 30, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 52814K $0.02 %as of Jun 30, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 5109.9K $0.00 %as of May 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 44412.3K $0.00 %as of Jul 31, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 40310.7K $0.05 %as of Jun 30, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 40110.7K $0.00 %as of Jun 30, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 3178.4K $0.00 %as of Jun 30, 2026 ↗
Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust 2807.8K $0.01 %as of Jul 31, 2026 ↗
PROFUND VP SMALL CAP ProFunds 2637K $0.06 %as of Jun 30, 2026 ↗
Kennedy Capital Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST II 2616.9K $0.99 %as of Jun 30, 2026 ↗
Russell 2000 Fund Rydex Series Funds 2436.5K $0.04 %as of Jun 30, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 1945.4K $0.00 %as of Jul 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 1734.8K $0.00 %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