BWIN
Baldwin Insurance Group, Inc.Company with tickers: BWIN
CIK
1781755
CUSIP
05589G102
Shares Outstanding
97,489,954
13F Activity (30d)
19 filings
9 filers
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
159 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| Strategic Advisers Fidelity U.S. Total Stock Fund | — | 3,371,170 | $78,312,279 | 0.04% | Long | 2026-02-28 | |
| SMALLCAP World Fund Inc | — | 3,019,574 | $66,249,454 | 0.08% | Long | 2026-03-31 | |
| BARON SMALL CAP FUND | — | 2,700,000 | $59,238,000 | 2.19% | Long | 2026-03-31 | |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 2,504,856 | $54,956,541 | 0.00% | Long | 2026-03-31 | |
| iShares Russell 2000 ETF | — | 2,335,636 | $51,243,854 | 0.07% | Long | 2026-03-31 | |
| Fidelity Balanced Fund | — | 2,111,559 | $49,051,516 | 0.08% | Long | 2026-02-28 | |
| VANGUARD SMALL-CAP INDEX FUND | — | 1,783,312 | $39,125,865 | 0.02% | Long | 2026-03-31 | |
| BNY Mellon Small/Mid Cap Growth Fund | — | 1,492,975 | $32,755,872 | 4.30% | Long | 2026-03-31 | |
| Nomura Small Cap Core Fund | — | 1,358,376 | $31,555,074 | 0.55% | Long | 2026-02-27 | |
| Fidelity U.S. Equity Central Fund | — | 1,108,100 | $24,311,714 | 0.12% | Long | 2026-03-31 | |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | — | 995,408 | $21,839,252 | 0.06% | Long | 2026-03-31 | |
| VANGUARD EXTENDED MARKET INDEX FUND | — | 875,155 | $19,200,901 | 0.02% | Long | 2026-03-31 | |
| T. Rowe Price Small-Cap Value Fund, Inc. | — | 811,867 | $17,812,362 | 0.19% | Long | 2026-03-31 | |
| iShares Russell 2000 Growth ETF | — | 781,905 | $17,154,996 | 0.14% | Long | 2026-03-31 | |
| Fidelity Advisor Stock Selector Mid Cap Fund | — | 589,892 | $13,703,191 | 0.59% | Long | 2026-02-28 | |
| William Blair Small-Mid Cap Growth Fund | — | 603,410 | $13,238,815 | 1.18% | Long | 2026-03-31 | |
| Small Cap Value Fund | — | 595,000 | $13,054,300 | 0.41% | Long | 2026-03-31 | |
| Janus Henderson Venture Fund | — | 585,492 | $12,845,694 | 0.42% | Long | 2026-03-31 | |
| FAM SMALL CAP FUND | — | 552,764 | $12,127,642 | 4.02% | Long | 2026-03-31 | |
| William Blair Small Cap Growth Fund | — | 536,471 | $11,770,174 | 1.19% | Long | 2026-03-31 | |
| Champlain Small Company Fund | — | 482,000 | $10,575,080 | 1.03% | Long | 2026-03-31 | |
| Strategic Advisers U.S. Total Stock Fund | — | 402,326 | $9,346,033 | 0.01% | Long | 2026-02-28 | |
| Select Financials Portfolio | — | 387,247 | $8,995,748 | 0.92% | Long | 2026-02-28 | |
| Artisan Small Cap Fund | — | 406,515 | $8,918,939 | 1.00% | Long | 2026-03-31 | |
| Fidelity Extended Market Index Fund | — | 375,691 | $8,727,302 | 0.02% | Long | 2026-02-28 | |
| State Street(R) SPDR(R) S&P(R) Insurance ETF | — | 378,029 | $8,293,956 | 1.98% | Long | 2026-03-31 | |
| VANGUARD RUSSELL 2000 INDEX FUND | — | 353,723 | $8,216,985 | 0.05% | Long | 2026-02-28 | |
| Schwab U.S. Small-Cap ETF | — | 346,118 | $8,040,321 | 0.04% | Long | 2026-02-28 | |
| VIP Balanced Portfolio | — | 278,900 | $6,119,066 | 0.08% | Long | 2026-03-31 | |
| U.S. SMALL CAP PORTFOLIO | — | 268,557 | $5,886,769 | 0.03% | Long | 2026-01-31 | |
| VIP Stock Selector Portfolio | — | 252,700 | $5,544,238 | 0.12% | Long | 2026-03-31 | |
| TRIBUTARY SMALL COMPANY FUND | — | 219,868 | $4,823,904 | 0.85% | Long | 2026-03-31 | |
| Nicholas Limited Edition, Inc. | — | 182,595 | $4,148,558 | 1.26% | Long | 2026-04-30 | |
| U.S. MICRO CAP PORTFOLIO | — | 172,333 | $3,777,539 | 0.05% | Long | 2026-01-31 | |
| Global Small Capitalization Fund | — | 166,832 | $3,660,294 | 0.13% | Long | 2026-03-31 | |
| BNY Mellon Small Cap Multi-Strategy Fund | — | 155,803 | $3,619,304 | 2.57% | Long | 2026-02-28 | |
| Master Small Cap Index Series | — | 155,553 | $3,412,833 | 0.07% | Long | 2026-03-31 | |
| Small Cap Portfolio | — | 141,548 | $3,105,563 | 1.00% | Long | 2026-03-31 | |
| Fidelity Total Market Index Fund | — | 133,141 | $3,092,865 | 0.00% | Long | 2026-02-28 | |
| VIP Financials Portfolio | — | 134,347 | $2,947,573 | 1.08% | Long | 2026-03-31 | |
| William Blair Small-Mid Cap Core Fund | — | 132,163 | $2,899,656 | 1.28% | Long | 2026-03-31 | |
| VANGUARD FINANCIALS INDEX FUND | — | 119,190 | $2,768,784 | 0.02% | Long | 2026-02-28 | |
| BNY Mellon Small Cap Value Fund | — | 122,907 | $2,696,580 | 1.01% | Long | 2026-03-31 | |
| Bridge Builder Small/Mid Cap Value Fund | — | 118,728 | $2,604,892 | 0.03% | Long | 2026-03-31 | |
| Fidelity Series Total Market Index Fund | — | 106,790 | $2,480,732 | 0.00% | Long | 2026-02-28 | |
| T. Rowe Price Financial Services Fund, Inc. | — | 112,889 | $2,476,785 | 0.14% | Long | 2026-03-31 | |
| Boston Partners Small Cap Value Fund II | — | 105,846 | $2,458,803 | 0.32% | Long | 2026-02-28 | |
| iShares Core S&P Total U.S. Stock Market ETF | — | 106,824 | $2,343,719 | 0.00% | Long | 2026-03-31 | |
| Timothy Plan Small Cap Value Fund | — | 100,248 | $2,199,441 | 1.33% | Long | 2026-03-31 | |
| EQ/2000 Managed Volatility Portfolio | — | 99,845 | $2,190,599 | 0.06% | Long | 2026-03-31 |
Showing 1–50 of 159 positions