THE BALDWIN INSURANCE GRP IN COM CL A is a security (CUSIP 05589G102) tracked across SEC portfolio filings. 230 institutional managers reported $2.0B on Form 13F as of 2026-06-30; 24 registered fund positions totaling $162.1M via N-PORT as of 2026-05-31.
Showing 15 of 230 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| FMR LLC | BOSTON, MA | $306.2M | 13,954,062 |
| VANGUARD GROUP INC | Valley Forge, PA | $164.7M | 6,851,874 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | CHICAGO, IL | $149.1M | 6,794,492 |
| BlackRock, Inc. | New York, NY | $145.9M | 6,651,300 |
| Bank of New York Mellon Corp | NEW YORK, NY | $81.8M | 3,077,351 |
| BAMCO INC /NY/ | NEW YORK, NY | $59.5M | 2,710,068 |
| WESTWOOD HOLDINGS GROUP INC | DALLAS, TX | $56.5M | 2,577,196 |
| STATE STREET CORP | BOSTON, MA | $54.3M | 2,473,254 |
| GEODE CAPITAL MANAGEMENT, LLC | BOSTON, MA | $47.2M | 2,151,033 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | PHILADELPHIA, PA | $43.4M | 1,979,883 |
| MORGAN STANLEY | NEW YORK, NY | $39.6M | 1,803,207 |
| Annis Gardner Whiting Capital Advisors, LLC | TAMPA, FL | $37.7M | 1,717,538 |
| Capital International Investors | Los Angeles, CA | $36.1M | 1,643,557 |
| NOMURA HOLDINGS INC | TOKYO, M0 | $33.9M | 1,543,018 |
| Capital Research Global Investors | Los Angeles, CA | $33.9M | 1,542,849 |
Showing 15 of 24 fund positions by value.
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| SMALLCAP World Fund Inc | SMALLCAP World Fund Inc | $66.2M | 8.17% |
| VANGUARD EXTENDED MARKET INDEX FUND | VANGUARD INDEX FUNDS | $19.2M | 2.36% |
| T. Rowe Price Small-Cap Value Fund, Inc. | T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | $17.8M | 19.32% |
| Janus Henderson Venture Fund | JANUS INVESTMENT FUND | $12.8M | 41.91% |
| Fidelity Advisor Stock Selector Mid Cap Fund | Fidelity Advisor Series I | $12.1M | 47.62% |
| VANGUARD RUSSELL 2000 INDEX FUND | VANGUARD SCOTTSDALE FUNDS | $9.6M | 5.45% |
| VIP Balanced Portfolio | Variable Insurance Products Fund III | $6.1M | 7.61% |
| U.S. MICRO CAP PORTFOLIO | DFA INVESTMENT DIMENSIONS GROUP INC | $4.6M | 6.11% |
| Nicholas Limited Edition, Inc. | Nicholas Limited Edition, Inc. | $4.1M | 125.82% |
| Master Small Cap Index Series | Quantitative Master Series LLC | $3.4M | 7.08% |
| Small Cap Portfolio | BNY MELLON VARIABLE INVESTMENT FUND | $3.1M | 99.83% |
| T. Rowe Price Financial Services Fund, Inc. | T. ROWE PRICE FINANCIAL SERVICES FUND, INC. | $2.5M | 14.19% |
| Fidelity Balanced K6 Fund | Fidelity Puritan Trust | $1.5M | 6.22% |
| VANGUARD BALANCED INDEX FUND | VANGUARD VALLEY FORGE FUNDS | $975K | 0.17% |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND | VANGUARD INSTITUTIONAL INDEX FUNDS | $851K | 0.28% |