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
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 158 | 4.4K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 145 | 3.9K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 111 | 3.1K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 89 | 1.7K $ | 0.01 % | as of May 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 83 | 2.3K $ | 0.03 % | as of Jul 31, 2026 ↗ |
| Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust | 47 | 1.2K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 28 | 744.2 $ | 0.01 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 28 | 543.8 $ | 0.05 % | as of May 31, 2026 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 207 | -5 | 43,760,471 | -3.2 % |
| 2026Q2 | 212 | -11 | 45,186,953 | -3.6 % |
| 2026Q1 | 223 | -7 | 46,879,266 | -1.9 % |
| 2025Q4 | 230 | -12 | 47,795,249 | -0.7 % |
| 2025Q3 | 242 | +8 | 48,128,931 | +12.5 % |
| 2025Q2 | 234 | +10 | 42,762,270 | +2.8 % |
| 2025Q1 | 224 | -15 | 41,590,686 | +4.0 % |
| 2024Q4 | 239 | +23 | 39,999,934 | +0.6 % |
| 2024Q3 | 216 | +4 | 39,767,557 | +5.6 % |
| 2024Q2 | 212 | +8 | 37,666,118 | +5.5 % |
| 2024Q1 | 204 | -7 | 35,718,839 | -0.8 % |
| 2023Q4 | 211 | 36,021,226 |
Institutional managers
210 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| FMR LLC | 13,954,062 | 306.2M $ | as of Mar 31, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 6,794,492 | 149.1M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 6,651,300 | 145.9M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 3,918,087 | 86M $ | as of Mar 31, 2026 |
| BAMCO INC /NY/ | 2,710,068 | 59.5M $ | as of Mar 31, 2026 |
| WESTWOOD HOLDINGS GROUP INC | 2,577,196 | 56.5M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 2,473,254 | 54.3M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 2,151,033 | 47.2M $ | as of Mar 31, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1,979,883 | 43.4M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,803,207 | 39.6M $ | as of Mar 31, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | 1,717,538 | 37.7M $ | as of Mar 31, 2026 |
| Capital International Investors | 1,643,557 | 36.1M $ | as of Mar 31, 2026 |
| T. Rowe Price Investment Management, Inc. | 1,572,803 | 34.5K $ | as of Mar 31, 2026 |
| NOMURA HOLDINGS INC | 1,543,018 | 33.9M $ | as of Mar 31, 2026 |
| Capital Research Global Investors | 1,542,849 | 33.9M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,333,871 | 29.3M $ | as of Mar 31, 2026 |
| UBS Group AG | 1,266,825 | 27.8M $ | as of Mar 31, 2026 |
| Artisan Partners Limited Partnership | 1,217,970 | 26.7M $ | as of Mar 31, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 1,102,452 | 24.2M $ | as of Mar 31, 2026 |
| Fiera Capital Corp | 1,043,772 | 22.9M $ | as of Mar 31, 2026 |
| Champlain Investment Partners, LLC | 1,034,260 | 22.7M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 1,028,729 | 22.6M $ | as of Mar 31, 2026 |
| MetLife Investment Management, LLC | 937,693 | 20.6M $ | as of Mar 31, 2026 |
| JANUS HENDERSON GROUP PLC | 881,885 | 19.3M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 848,407 | 18.6M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Glazer Capital, LLC and 1 other | 5.35 % | 5,179,906 | as of Sep 18, 2026 · SCHEDULE 13G |
Cite this page
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