The Baldwin Insurance Group, Inc. Class A Common Stock · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | — | $692.2K | 0.04% | 31,550 NS | $1.90B | FIGI |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | — | $664.7K | 0.07% | 30,295 NS | $956.61M | FIGI |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | — | $620.5K | 0.06% | 28,281 NS | $962.08M | FIGI |
| SMALL CAP EQUITY FUND GuideStone Funds | — | $607.7K | 0.07% | 27,700 NS | $823.49M | FIGI |
| iShares Russell 3000 ETF iShares Trust | IWV | $563.6K | 0.00% | 25,689 NS | $17.05B | FIGI |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | — | $547.2K | 0.07% | 24,943 NS | $768.54M | FIGI |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | — | $414.4K | 0.07% | 18,890 NS | $584.32M | FIGI |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | — | $399.6K | 0.00% | 18,215 NS | $9.23B | FIGI |
| Small Company Value Trust John Hancock Variable Insurance Trust | — | $388.9K | 0.30% | 17,727 NS | $129.13M | FIGI |
| Small Cap Index Trust John Hancock Variable Insurance Trust | — | $381.7K | 0.07% | 17,396 NS | $550.95M | FIGI |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | — | $342.2K | 0.05% | 15,596 NS | $741.60M | FIGI |
| VY(R) AMERICAN CENTURY SMALL-MID CAP VALUE PO… Voya Partners Inc | — | $337.5K | 0.13% | 15,381 NS | $267.27M | FIGI |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | — | $293.8K | 0.07% | 13,392 NS | $419.22M | FIGI |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | — | $283.7K | 0.07% | 12,931 NS | $386.68M | FIGI |
| T. Rowe Price Extended Equity Market Index Fu… T. ROWE PRICE INDEX TRUST, INC. | — | $279.8K | 0.03% | 12,751 NS | $1.00B | FIGI |
| SMALL CAP EQUITY FUND GuideStone Funds | — | $279.6K | 0.03% | 12,745 NS | $823.49M | FIGI |
| Penn Series Small Cap Growth Fund Penn Series Funds Inc | — | $259.4K | 0.30% | 11,825 NS | $87.55M | FIGI |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | — | $255.2K | 0.07% | 11,633 NS | $358.38M | FIGI |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | — | $247.4K | 0.07% | 11,278 NS | $354.45M | FIGI |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | — | $245.7K | 0.00% | 11,200 NS | $7.43B | FIGI |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | — | $222.0K | 0.07% | 10,117 NS | $332.36M | FIGI |
| MML VIP American Century Small Company Value … MML SERIES INVESTMENT FUND | — | $217.5K | 0.41% | 9,912 NS | $53.10M | FIGI |
| Baron Financials ETF Baron ETF Trust | BCFN | $216.4K | 0.47% | 9,865 NS | $45.90M | FIGI |
| Diversified Equity Master Portfolio Master Investment Portfolio | — | $213.5K | 0.01% | 9,729 NS | $2.98B | FIGI |
| Aristotle Small/Mid Cap Equity Fund Aristotle Fund Series Trust | — | $195.0K | 0.89% | 8,887 NS | $21.85M | FIGI |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | — | $171.9K | 0.07% | 7,834 NS | $253.61M | FIGI |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | — | $158.1K | 0.07% | 7,207 NS | $225.03M | FIGI |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | — | $155.9K | 0.14% | 7,105 NS | $114.79M | FIGI |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | — | $146.4K | 0.00% | 6,673 NS | $5.26B | FIGI |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | — | $128.7K | 0.07% | 5,864 NS | $188.37M | FIGI |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | — | $105.2K | 0.02% | 4,795 NS | $460.74M | FIGI |
| MetLife Small Company Equity Fund ADVISORS' INNER CIRCLE III | — | $100.4K | 1.42% | 4,577 NS | $7.05M | FIGI |
| State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FU… | — | $83.9K | 0.40% | 3,825 NS | $21.24M | FIGI |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | — | $68.7K | 0.02% | 3,130 NS | $314.56M | FIGI |
| AVIP BlackRock Advantage Small Cap Growth Por… AuguStar Variable Insurance Products Fund… | — | $68.0K | 0.06% | 3,101 NS | $122.36M | FIGI |
| EQ/Franklin Small Cap Value Managed Volatilit… EQ Advisors Trust | — | $67.0K | 0.03% | 3,055 NS | $241.02M | FIGI |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | — | $57.0K | 0.07% | 2,600 NS | $79.21M | FIGI |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FU… | — | $49.9K | 0.00% | 2,274 NS | $1.02B | FIGI |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $48.7K | 0.01% | 2,221 NS | $876.76M | FIGI |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | — | $41.7K | 0.00% | 1,900 NS | $1.64B | FIGI |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $39.5K | 0.00% | 1,800 NS | $1.65B | FIGI |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | — | $37.5K | 0.00% | 1,711 NS | $1.58B | FIGI |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | — | $33.9K | 0.00% | 1,546 NS | $722.25M | FIGI |
| TIAA Separate Account VA-1 - Stock Index Acco… TIAA Separate Account VA-1 | — | $33.1K | 0.00% | 1,510 NS | $1.29B | FIGI |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | — | $25.9K | 0.00% | 1,179 NS | $1.23B | FIGI |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | — | $25.3K | 0.00% | 1,153 NS | $1.08B | FIGI |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | — | $19.5K | 0.00% | 891 NS | $883.82M | FIGI |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | — | $10.3K | 0.02% | 469 NS | $54.22M | FIGI |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $8.8K | 0.00% | 401 NS | $583.77M | FIGI |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | — | $7.6K | 0.00% | 347 NS | $5.64B | FIGI |