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
BNY Mellon Mid Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 34,909810.9K $0.58 %as of Feb 28, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 33,505735.1K $0.03 %as of Mar 31, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 32,398710.8K $0.11 %as of Mar 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 31,550692.2K $0.04 %as of Mar 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 30,295664.7K $0.07 %as of Mar 31, 2026 ↗
Harbor Human Capital Factor US Small Cap ETF Harbor ETF Trust 29,632673.2K $0.43 %as of Apr 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 28,281620.5K $0.06 %as of Mar 31, 2026 ↗
Small Cap Index Fund VALIC Co I 28,119653.2K $0.05 %as of Feb 28, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 27,521625.3K $0.03 %as of Apr 30, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 27,468638.1K $0.01 %as of Feb 28, 2026 ↗
iShares Russell 3000 ETF iShares Trust 25,689563.6K $0.00 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 24,943547.2K $0.07 %as of Mar 31, 2026 ↗
Fidelity Disruptive Finance ETF Fidelity Covington Trust 22,152514.6K $1.26 %as of Feb 28, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 21,7004.5M SEK0.02 %as of Mar 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 21,412486.5K $0.02 %as of Apr 30, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 19,023432.2K $0.02 %as of Apr 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 18,890414.4K $0.07 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 18,215399.6K $0.00 %as of Mar 31, 2026 ↗
Small Company Value Trust John Hancock Variable Insurance Trust 17,727388.9K $0.30 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 17,396381.7K $0.07 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 15,596342.2K $0.05 %as of Mar 31, 2026 ↗
VY(R) AMERICAN CENTURY SMALL-MID CAP VALUE PORTFOLIO Voya Partners Inc 15,381337.5K $0.13 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 15,369349.2K $0.03 %as of Apr 30, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 14,713334.3K $0.04 %as of Apr 30, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 13,527307.3K $0.01 %as of Apr 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 13,392293.8K $0.07 %as of Mar 31, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 12,931283.7K $0.07 %as of Mar 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 12,751279.8K $0.03 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 12,037273.5K $0.07 %as of Apr 30, 2026 ↗
Penn Series Small Cap Growth Fund Penn Series Funds Inc 11,825259.4K $0.30 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 11,765267.3K $0.00 %as of Apr 30, 2026 ↗
Fidelity Small Cap Stock K6 Fund Fidelity Concord Street Trust 11,645264.6K $1.44 %as of Apr 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 11,633255.2K $0.07 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 11,278247.4K $0.07 %as of Mar 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 11,200245.7K $0.00 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 10,829246K $0.03 %as of Apr 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 10,800250.9K $0.02 %as of Feb 28, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 10,423236.8K $0.07 %as of Apr 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 10,117222K $0.07 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 9,946226K $0.03 %as of Apr 30, 2026 ↗
MML VIP American Century Small Company Value Fund MML SERIES INVESTMENT FUND 9,912217.5K $0.41 %as of Mar 31, 2026 ↗
Baron Financials ETF Baron ETF Trust 9,865216.4K $0.47 %as of Mar 31, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 9,729213.5K $0.01 %as of Mar 31, 2026 ↗
Aristotle Small/Mid Cap Equity Fund Aristotle Fund Series Trust 8,887195K $0.89 %as of Mar 31, 2026 ↗
Multi-Manager Directional Alternative Strategies Fund COLUMBIA FUNDS SERIES TRUST I 8,844200.9K $0.06 %as of Apr 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 8,752198.8K $0.00 %as of Apr 30, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 7,834171.9K $0.07 %as of Mar 31, 2026 ↗
Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II 7,808177.4K $0.05 %as of Apr 30, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 7,566171.9K $0.07 %as of Apr 30, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 7,207158.1K $0.07 %as of Mar 31, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 7,105155.9K $0.14 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 6,673146.4K $0.00 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 6,395145.3K $0.00 %as of Apr 30, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 6,212144.3K $0.02 %as of Feb 28, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 6,123139.1K $0.01 %as of Apr 30, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 6,018136.7K $0.01 %as of Apr 30, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 5,864128.7K $0.07 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 5,800134.7K $0.00 %as of Feb 28, 2026 ↗
Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II 5,465124.2K $0.01 %as of Apr 30, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 5,011116.4K $0.04 %as of Feb 28, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 4,868110.6K $0.02 %as of Apr 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 4,795105.2K $0.02 %as of Mar 31, 2026 ↗
MetLife Small Company Equity Fund ADVISORS' INNER CIRCLE III 4,577100.4K $1.42 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,425100.5K $0.00 %as of Apr 30, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 4,420102.7K $0.04 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 4,402102.3K $0.03 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 4,11193.4K $0.03 %as of Apr 30, 2026 ↗
American Century Small Cap Value Insights ETF American Century ETF Trust 3,82588.9K $1.01 %as of Feb 28, 2026 ↗
State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 3,82583.9K $0.40 %as of Mar 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 3,69684K $0.00 %as of Apr 30, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 3,13068.7K $0.02 %as of Mar 31, 2026 ↗
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 3,10168K $0.06 %as of Mar 31, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 3,09371.9K $0.05 %as of Feb 28, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 3,05567K $0.03 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 2,86766.6K $0.01 %as of Feb 28, 2026 ↗
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 2,81864K $0.08 %as of Apr 30, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 2,60057K $0.07 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 2,27449.9K $0.00 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,22148.7K $0.01 %as of Mar 31, 2026 ↗
Multimanager Aggressive Equity Portfolio EQ Advisors Trust 1,90041.7K $0.00 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,80039.5K $0.00 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 1,71137.5K $0.00 %as of Mar 31, 2026 ↗
American Century Small Cap Growth Insights ETF American Century ETF Trust 1,70139.5K $0.44 %as of Feb 28, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 1,68939.2K $0.01 %as of Feb 28, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 1,59736.3K $0.05 %as of Apr 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 1,54633.9K $0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 1,51033.1K $0.00 %as of Mar 31, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 1,45833.1K $0.00 %as of Apr 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 1,36831.1K $0.00 %as of Apr 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 1,31129.8K $0.00 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 1,17925.9K $0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 1,15325.3K $0.00 %as of Mar 31, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 1,07924.5K $0.04 %as of Apr 30, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 89119.5K $0.00 %as of Mar 31, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 51011.8K $0.00 %as of Feb 28, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 46910.3K $0.02 %as of Mar 31, 2026 ↗
Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust 43810K $0.13 %as of Apr 30, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 4059.2K $0.00 %as of Apr 30, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 4018.8K $0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 3477.6K $0.00 %as of Mar 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
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
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Titelia. "Fund shareholders of Baldwin Insurance Group Inc/The". https://titelia.com/en/stocks/baldwin-insurance-group-inc-the-US05589G1022