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BWIN · Baldwin Insurance Group, Inc.

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$31.51 +0.66 (+2.14%) At close · Aug 14
Market Cap
$4.40B
Shares
139.50M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding BWIN

228 fund positions
Fund Balance Value % of Fund Open
Strategic Advisers Fidelity U.S. Total Stock Fund 3,697,792 $71,811,121 0.03%
SMALLCAP World Fund Inc 3,019,574 $66,249,454 0.08%
BARON SMALL CAP FUND 2,700,000 $59,238,000 2.19%
VANGUARD TOTAL STOCK MARKET INDEX FUND 2,504,856 $54,956,541 0.00%
iShares Russell 2000 ETF 2,335,636 $51,243,854 0.07%
Fidelity Balanced Fund 2,026,641 $39,357,368 0.06%
VANGUARD SMALL-CAP INDEX FUND 1,783,312 $39,125,865 0.02%
BNY Mellon Small/Mid Cap Growth Fund 1,492,975 $32,755,872 4.30%
Nomura Small Cap Core Fund 1,551,313 $30,126,498 0.55%
Fidelity Small Cap Value Fund 1,200,822 $27,282,676 0.54%
Fidelity U.S. Equity Central Fund 1,108,100 $24,311,714 0.12%
VANGUARD SMALL-CAP GROWTH INDEX FUND 995,408 $21,839,252 0.06%
Fidelity Small Cap Index Fund 946,730 $21,509,706 0.07%
VANGUARD EXTENDED MARKET INDEX FUND 875,155 $19,200,901 0.02%
Fidelity Small Cap Stock Fund 823,773 $18,716,123 1.45%
T. Rowe Price Small-Cap Value Fund, Inc. 811,867 $17,812,362 0.19%
iShares Russell 2000 Growth ETF 781,905 $17,154,996 0.14%
Fidelity Small Cap Discovery Fund 725,883 $16,492,062 0.74%
William Blair Small Cap Growth Fund 612,611 $16,283,200 1.33%
William Blair Small-Mid Cap Growth Fund 599,910 $15,945,608 1.21%
Fidelity Series Small Cap Discovery Fund 637,886 $14,492,770 0.74%
Small Cap Value Fund 595,000 $13,054,300 0.41%
Janus Henderson Venture Fund 585,492 $12,845,694 0.42%
WESTWOOD QUALITY SMALLCAP FUND 547,650 $12,442,608 1.37%
FAM SMALL CAP FUND 552,764 $12,127,642 4.02%
Fidelity Advisor Stock Selector Mid Cap Fund 623,345 $12,105,360 0.48%
American Beacon Small Cap Value Fund 519,148 $11,795,043 0.31%
Champlain Small Company Fund 482,000 $10,575,080 1.03%
VANGUARD RUSSELL 2000 INDEX FUND 491,803 $9,550,814 0.05%
Artisan Small Cap Fund 406,515 $8,918,939 1.00%
Select Financials Portfolio 435,111 $8,449,856 1.08%
State Street(R) SPDR(R) S&P(R) Insurance ETF 378,029 $8,293,956 1.98%
Fidelity Extended Market Index Fund 406,826 $7,900,561 0.02%
U.S. SMALL CAP PORTFOLIO 324,621 $7,375,389 0.04%
Schwab U.S. Small-Cap ETF 377,255 $7,326,292 0.03%
Fidelity Advisor Financials Fund 285,804 $6,493,467 1.04%
Dimensional U.S. Small Cap ETF 284,754 $6,469,611 0.05%
Fidelity Series All-Sector Equity Fund 283,400 $6,438,848 0.12%
VIP Balanced Portfolio 278,900 $6,119,066 0.08%
TRIBUTARY SMALL COMPANY FUND 211,635 $5,625,258 0.84%
VIP Stock Selector Portfolio 252,700 $5,544,238 0.12%
Schwab Small-Cap Index Fund 210,286 $4,777,698 0.07%
U.S. MICRO CAP PORTFOLIO 200,823 $4,562,699 0.06%
Fidelity Series Small Cap Core Fund 197,955 $4,497,538 0.28%
Otter Creek Long/Short Opportunity Fund 118,587 $4,368,745 3.50%
Nicholas Limited Edition, Inc. 182,595 $4,148,558 1.26%
Global Small Capitalization Fund 166,832 $3,660,294 0.13%
William Blair Small-Mid Cap Core Fund 132,096 $3,511,112 1.31%
Master Small Cap Index Series 155,553 $3,412,833 0.07%
Small Cap Portfolio 141,548 $3,105,563 1.00%
Showing 1–50 of 228 positions
Key facts CIK 1781755 CUSIP 05589G102 13F (30d) 211 filings 210 filers Visit website Investor relations

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