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 |
|---|---|---|---|---|---|---|
| SMALLCAP World Fund Inc SMALLCAP World Fund Inc | — | $66.25M | 0.08% | 3,019,574 NS | $81.04B | FIGI |
| BARON SMALL CAP FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON… | — | $59.24M | 2.19% | 2,700,000 NS | $2.70B | FIGI |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $54.96M | 0.00% | 2,504,856 NS | $1.99T | FIGI |
| iShares Russell 2000 ETF iShares Trust | IWM | $51.24M | 0.07% | 2,335,636 NS | $71.92B | FIGI |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | VB | $39.13M | 0.02% | 1,783,312 NS | $164.60B | FIGI |
| BNY Mellon Small/Mid Cap Growth Fund BNY Mellon Investment Funds I | — | $32.76M | 4.30% | 1,492,975 NS | $762.62M | FIGI |
| Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC | — | $24.31M | 0.12% | 1,108,100 NS | $20.34B | FIGI |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | VBK | $21.84M | 0.06% | 995,408 NS | $38.69B | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $19.20M | 0.02% | 875,155 NS | $81.50B | FIGI |
| T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | — | $17.81M | 0.19% | 811,867 NS | $9.22B | FIGI |
| iShares Russell 2000 Growth ETF iShares Trust | IWO | $17.15M | 0.14% | 781,905 NS | $12.17B | FIGI |
| William Blair Small-Mid Cap Growth Fund WILLIAM BLAIR FUNDS | — | $13.24M | 1.18% | 603,410 NS | $1.13B | FIGI |
| Small Cap Value Fund American Century Capital Portfolios, Inc. | — | $13.05M | 0.41% | 595,000 NS | $3.17B | FIGI |
| Janus Henderson Venture Fund JANUS INVESTMENT FUND | — | $12.85M | 0.42% | 585,492 NS | $3.06B | FIGI |
| FAM SMALL CAP FUND Fenimore Asset Management Trust | — | $12.13M | 4.02% | 552,764 NS | $301.73M | FIGI |
| William Blair Small Cap Growth Fund WILLIAM BLAIR FUNDS | — | $11.77M | 1.19% | 536,471 NS | $992.29M | FIGI |
| Champlain Small Company Fund ADVISORS' INNER CIRCLE FUND II | — | $10.58M | 1.03% | 482,000 NS | $1.03B | FIGI |
| Artisan Small Cap Fund Artisan Partners Funds Inc. | — | $8.92M | 1.00% | 406,515 NS | $890.46M | FIGI |
| State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST | KIE | $8.29M | 1.98% | 378,029 NS | $417.91M | FIGI |
| VIP Balanced Portfolio Variable Insurance Products Fund III | — | $6.12M | 0.08% | 278,900 NS | $8.04B | FIGI |
| VIP Stock Selector Portfolio Variable Insurance Products Fund | — | $5.54M | 0.12% | 252,700 NS | $4.50B | FIGI |
| TRIBUTARY SMALL COMPANY FUND TRIBUTARY CAPITAL MANAGEMENT, LLC | — | $4.82M | 0.85% | 219,868 NS | $569.79M | FIGI |
| Global Small Capitalization Fund AMERICAN FUNDS INSURANCE SERIES | — | $3.66M | 0.13% | 166,832 NS | $2.83B | FIGI |
| Master Small Cap Index Series Quantitative Master Series LLC | — | $3.41M | 0.07% | 155,553 NS | $4.82B | FIGI |
| Small Cap Portfolio BNY MELLON VARIABLE INVESTMENT FUND | — | $3.11M | 1.00% | 141,548 NS | $311.10M | FIGI |
| VIP Financials Portfolio Variable Insurance Products Fund IV | — | $2.95M | 1.08% | 134,347 NS | $272.18M | FIGI |
| William Blair Small-Mid Cap Core Fund WILLIAM BLAIR FUNDS | — | $2.90M | 1.28% | 132,163 NS | $226.16M | FIGI |
| BNY Mellon Small Cap Value Fund BNY Mellon Investment Funds I | — | $2.70M | 1.01% | 122,907 NS | $267.66M | FIGI |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | — | $2.60M | 0.03% | 118,728 NS | $9.06B | FIGI |
| T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, IN… | — | $2.48M | 0.14% | 112,889 NS | $1.75B | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $2.34M | 0.00% | 106,824 NS | $79.62B | FIGI |
| Timothy Plan Small Cap Value Fund Timothy Plan | — | $2.20M | 1.33% | 100,248 NS | $165.09M | FIGI |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | — | $2.19M | 0.06% | 99,845 NS | $3.39B | FIGI |
| Buffalo Small Cap Growth Fund Buffalo Funds | — | $2.13M | 0.55% | 96,920 NS | $388.72M | FIGI |
| State Street Institutional Small-Cap Equity F… STATE STREET INSTITUTIONAL FUNDS | — | $1.91M | 0.41% | 86,884 NS | $468.29M | FIGI |
| Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | — | $1.75M | 0.30% | 79,892 NS | $581.90M | FIGI |
| EQ/Fidelity Institutional AM Large Cap Portfo… EQ Advisors Trust | — | $1.74M | 0.12% | 79,296 NS | $1.40B | FIGI |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | — | $1.60M | 0.14% | 72,769 NS | $1.14B | FIGI |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $1.39M | 0.07% | 63,500 NS | $1.95B | FIGI |
| William Blair Growth Fund WILLIAM BLAIR FUNDS | — | $1.38M | 0.71% | 62,863 NS | $193.52M | FIGI |
| AST Small-Cap Equity Portfolio Advanced Series Trust | — | $1.16M | 0.06% | 52,741 NS | $1.86B | FIGI |
| EQ/Small Company Index Portfolio EQ Advisors Trust | — | $1.13M | 0.07% | 51,480 NS | $1.59B | FIGI |
| Guardian Select Mid Cap Core VIP Fund Guardian Variable Products Trust | — | $1.03M | 0.65% | 46,889 NS | $159.23M | FIGI |
| Aristotle Small Cap Equity Fund Aristotle Fund Series Trust | — | $1.02M | 0.89% | 46,536 NS | $114.56M | FIGI |
| Small Cap Index Fund Northern Funds | — | $986.0K | 0.07% | 44,943 NS | $1.38B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $975.3K | 0.00% | 44,453 NS | $58.89B | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $851.2K | 0.00% | 38,797 NS | $30.28B | FIGI |
| RBC SMID Cap Growth Fund RBC Funds Trust | — | $769.2K | 0.70% | 35,060 NS | $110.50M | FIGI |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTF… STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $735.1K | 0.03% | 33,505 NS | $2.63B | FIGI |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | JHSC | $710.8K | 0.11% | 32,398 NS | $665.18M | FIGI |