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Funds Holding Baldwin Insurance Group, Inc
Every registered fund lists what it holds each quarter. These are the ones reporting a position in Baldwin Insurance Group, Inc, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of BWIN →Funds holding
63
as of 2026-07-31
Reported value
$230.2M
summed across funds
Fund families
35
named trusts
Largest conviction
1.76%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| Fidelity Small Cap Stock FundFidelity Concord Street Trust853.9K sh$23.7M | 1.76% |
| Fidelity Small Cap Stock K6 FundFidelity Concord Street Trust12.4K sh$343.2K | 1.65% |
| AMG Frontier Small Cap Growth FundAMG Funds I52.2K sh$1.4M | 1.54% |
| WESTWOOD QUALITY SMALLCAP FUNDUltimus Managers Trust379.5K sh$10.5M | 1.20% |
| Fidelity Advisor Financials FundFidelity Advisor Series VII285.8K sh$7.9M | 1.17% |
| Fidelity Series Small Cap Discovery FundFidelity Concord Street Trust647.9K sh$18M | 0.92% |
| Fidelity Small Cap Discovery FundFidelity Concord Street Trust737.5K sh$20.5M | 0.90% |
| NYLIM Fiera SMID Growth FundNYLIM FUNDS TRUST44K sh$1.2M | 0.61% |
| Fidelity Small Cap Value FundFidelity Securities Fund1.2M sh$32.2M | 0.59% |
| Harbor Human Capital Factor US Small Cap ETFHarbor ETF Trust27.3K sh$758.4K | 0.44% |
| Fidelity Series Small Cap Core FundFidelity Concord Street Trust198K sh$5.5M | 0.35% |
| Goldman Sachs Small Cap Growth Insights FundGoldman Sachs Trust33.1K sh$916.8K | 0.28% |
| American Beacon Small Cap Value FundAMERICAN BEACON FUNDS321.8K sh$8.9M | 0.24% |
| Goldman Sachs Small Cap Equity Insights FundGoldman Sachs Trust79.4K sh$2.2M | 0.22% |
| Nuveen ESG Small-Cap ETFNuShares ETF Trust74.9K sh$2.1M | 0.16% |
| Innovator U.S. Small Cap Managed 10 Buffer ETFInnovator ETFs Trust584 sh$16.2K | 0.15% |
| Fidelity Series All-Sector Equity FundFidelity Devonshire Trust283.4K sh$7.9M | 0.14% |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust26.1K sh$723.1K | 0.10% |
| Fidelity Fundamental Small-Mid Cap ETFFidelity Covington Trust55.6K sh$1.5M | 0.10% |
| U.S. Small Cap Growth PortfolioDFA INVESTMENT DIMENSIONS GROUP INC70.3K sh$2M | 0.10% |
| BNY Mellon US Small Cap Core Equity ETFBNY Mellon ETF Trust3K sh$82.2K | 0.09% |
| Nuveen Small Cap Blend Index FundTIAA-CREF Funds129.7K sh$3.6M | 0.09% |
| SA Small Cap Index PortfolioSUNAMERICA SERIES TRUST11.2K sh$310.2K | 0.09% |
| Global X Russell 2000 ETFGLOBAL X FUNDS47K sh$1.3M | 0.09% |
| Schwab Small-Cap Index FundSCHWAB CAPITAL TRUST238.2K sh$6.6M | 0.09% |
| Fidelity Small Cap Index FundFidelity Salem Street Trust1.1M sh$29.7M | 0.09% |
| U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC231.7K sh$6.4M | 0.08% |
| Fidelity Flex Small Cap Index FundFidelity Salem Street Trust12.2K sh$339.5K | 0.08% |
| Multi-Manager Directional Alternative Strategies FundCOLUMBIA FUNDS SERIES TRUST I8.8K sh$245.2K | 0.07% |
| ULTRA SMALL CAP PROFUNDProFunds1.3K sh$35K | 0.06% |
| U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC383.6K sh$10.6M | 0.05% |
| iShares Morningstar Small-Cap Growth ETFiShares Trust15.7K sh$434.7K | 0.04% |
| iShares Morningstar Small-Cap ETFiShares Trust4.2K sh$117.8K | 0.04% |
| iShares Morningstar Small-Cap Value ETFiShares Trust10.2K sh$281.8K | 0.04% |
| Dimensional U.S. Small Cap ETFDimensional ETF Trust220.5K sh$6.1M | 0.04% |
| Victory Extended Market Index FundVictory Portfolios III10.8K sh$300K | 0.04% |
| iShares Russell Small/Mid-Cap Index FundBlackRock Funds17.5K sh$486.3K | 0.04% |
| Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust29.4K sh$816.7K | 0.03% |
| SMALL-CAP PROFUNDProFunds83 sh$2.3K | 0.03% |
| Invesco RAFI US 1500 Small-Mid ETFInvesco Exchange-Traded Fund Trust23.7K sh$658.3K | 0.02% |
| Fidelity MSCI Financials Index ETFFIDELITY COVINGTON TRUST20.3K sh$564.5K | 0.02% |
| Fidelity Flex Small Cap Focused Index FundFidelity Salem Street Trust111 sh$3.1K | 0.02% |
| Goldman Sachs Small Cap Value Insights FundGoldman Sachs Trust7.6K sh$210.9K | 0.02% |
| Fidelity Series Sustainable U.S. Market FundFidelity Summer Street Trust280 sh$7.8K | 0.01% |
| SmallCap Growth Fund IPrincipal Funds, Inc8.5K sh$235.9K | 0.01% |
| U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC6.1K sh$169.9K | 0.01% |
| Nuveen Equity Index FundTIAA-CREF Funds137.6K sh$3.8M | 0.01% |
| U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC73.9K sh$2M | 0.01% |
| E*TRADE No Fee Total Market Index FundE Trade Trust194 sh$5.4K | 0.00% |
| Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust73K sh$2M | 0.00% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds6.4K sh$177.4K | 0.00% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST54K sh$1.5M | 0.00% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III444 sh$12.3K | 0.00% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust43.4K sh$1.2M | 0.00% |
| U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC40.6K sh$1.1M | 0.00% |
| Dimensional US Core Equity Market ETFDimensional ETF Trust8.8K sh$242.8K | 0.00% |
| Dimensional US Sustainability Core 1 ETFDimensional ETF Trust1.3K sh$36.4K | 0.00% |
| Dimensional U.S. Equity Market ETFDimensional ETF Trust11.8K sh$326.4K | 0.00% |
| U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC4.4K sh$122.7K | 0.00% |
| Dimensional US Core Equity 1 ETFDimensional ETF Trust1.4K sh$37.9K | 0.00% |
| Dimensional US Vector Equity ETFDimensional ETF Trust173 sh$4.8K | 0.00% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust158 sh$4.4K | 0.00% |
| U.S. Small Cap Equity FundRUSSELL INVESTMENT CO-17.4K sh-$483.3K | -0.05% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.
More on BWIN
Company overviewEverything on BWIN in one place, with the price.SEC filingsWhat BWIN's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat BWIN's own officers and directors buy and sell.Executive payWhat BWIN awarded its chief executive, and what it became.Who owns itEvery manager reporting a position in BWIN.