As of the latest SEC filings, Baldwin Insurance Group, Inc. (BWIN) is held by 263 institutional funds. The largest fund shareholder is Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX), holding an estimated $78,312,279.10 in market value, representing 0.04% of its portfolio.
Funds holding Baldwin Insurance Group, Inc. (BWIN)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- BWIN
- CIK:
- 0001781755
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
FCTDX
Strategic Advisers Fidelity U.S. Total Stock Fund
|
MF | Fidelity | 0.04% | $78,312,279.10 | 3,371,170 | Feb 28, 2026 | Apr 24, 2026 |
|
SMCWX
SMALLCAP World Fund Inc
|
MF | Independent / Boutique | 0.08% | $66,249,453.56 | 3,019,574 | Mar 31, 2026 | May 28, 2026 |
|
BSCUX
BARON SMALL CAP FUND
|
MF | Independent / Boutique | 2.19% | $59,238,000.00 | 2,700,000 | Mar 31, 2026 | May 22, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $54,956,540.64 | 2,504,856 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.07% | $51,243,853.84 | 2,335,636 | Mar 31, 2026 | May 28, 2026 |
|
FBAQX
Fidelity Balanced Fund
|
MF | Fidelity | 0.08% | $49,051,515.57 | 2,111,559 | Feb 28, 2026 | Apr 24, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.02% | $39,125,865.28 | 1,783,312 | Mar 31, 2026 | May 28, 2026 |
|
SDSCX
BNY Mellon Small/Mid Cap Growth Fund
|
MF | Independent / Boutique | 4.30% | $32,755,871.50 | 1,492,975 | Mar 31, 2026 | May 21, 2026 |
|
DCCIX
Nomura Small Cap Core Fund
|
MF | Independent / Boutique | 0.55% | $31,555,074.48 | 1,358,376 | Feb 27, 2026 | Apr 23, 2026 |
|
FIKNX
Fidelity Small Cap Value Fund
|
MF | Fidelity | 0.54% | $27,282,675.84 | 1,200,822 | Apr 30, 2026 | Jun 26, 2026 |
|
-
Fidelity U.S. Equity Central Fund
|
ETF | Fidelity | 0.12% | $24,311,714.00 | 1,108,100 | Mar 31, 2026 | May 26, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.06% | $21,839,251.52 | 995,408 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.07% | $21,509,705.60 | 946,730 | Apr 30, 2026 | Jun 26, 2026 |
|
FTSL
First Trust Senior Loan Fund
|
ETF | First Trust | 0.85% | $19,412,511.05 | 19,552,999 | Apr 30, 2026 | Jun 22, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.02% | $19,200,900.70 | 875,155 | Mar 31, 2026 | May 28, 2026 |
|
FSLCX
Fidelity Small Cap Stock Fund
|
MF | Fidelity | 1.45% | $18,716,122.56 | 823,773 | Apr 30, 2026 | Jun 26, 2026 |
|
PASVX
T. Rowe Price Small-Cap Value Fund, Inc.
|
MF | T. Rowe Price | 0.19% | $17,812,361.98 | 811,867 | Mar 31, 2026 | May 28, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.14% | $17,154,995.70 | 781,905 | Mar 31, 2026 | May 28, 2026 |
|
FSCRX
Fidelity Small Cap Discovery Fund
|
MF | Fidelity | 0.74% | $16,492,061.76 | 725,883 | Apr 30, 2026 | Jun 26, 2026 |
|
FJACX
Fidelity Series Small Cap Discovery Fund
|
MF | Fidelity | 0.74% | $14,492,769.92 | 637,886 | Apr 30, 2026 | Jun 26, 2026 |
|
FMCDX
Fidelity Advisor Stock Selector Mid Cap Fund
|
MF | Fidelity | 0.59% | $13,703,191.16 | 589,892 | Feb 28, 2026 | Apr 24, 2026 |
|
WSMDX
William Blair Small-Mid Cap Growth Fund
|
MF | Independent / Boutique | 1.18% | $13,238,815.40 | 603,410 | Mar 31, 2026 | May 28, 2026 |
|
ASVIX
Small Cap Value Fund
|
MF | American Century | 0.41% | $13,054,300.00 | 595,000 | Mar 31, 2026 | May 29, 2026 |
|
JAVTX
Janus Henderson Venture Fund
|
MF | Independent / Boutique | 0.42% | $12,845,694.48 | 585,492 | Mar 31, 2026 | May 29, 2026 |
|
WHGAX
WESTWOOD QUALITY SMALLCAP FUND
|
MF | Independent / Boutique | 1.37% | $12,442,608.00 | 547,650 | Apr 30, 2026 | Jun 25, 2026 |
Advertisement (320x50)