# THE BALDWIN INSURANCE GRP IN COM CL A

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.

## Summary

- Issuer: THE BALDWIN INSURANCE GRP IN
- Class: COM CL A
- CUSIP: 05589G102
- Asset category: EC
- 13F holders: 230
- 13F value: $2.0B
- 13F period: 2026-06-30
- N-PORT fund positions: 24
- N-PORT value: $162.1M
- N-PORT report: 2026-05-31

## Top institutional holders (Form 13F)

_Showing 15 of 230 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| FMR LLC | BOSTON, MA | $306.2M | 13,954,062 |
| [VANGUARD GROUP INC](https://search.stillhousedata.com/firm/105958) | Valley Forge, PA | $164.7M | 6,851,874 |
| [WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/173961) | 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/](https://search.stillhousedata.com/firm/110789) | 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](https://search.stillhousedata.com/firm/115504) | 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](https://search.stillhousedata.com/firm/150570) | 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 |

## Top fund holders (N-PORT)

_Showing 15 of 24 fund positions by value._

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [SMALLCAP World Fund Inc](https://search.stillhousedata.com/fund/S000009599) | SMALLCAP World Fund Inc | $66.2M | 8.17% |
| [VANGUARD EXTENDED MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002841) | VANGUARD INDEX FUNDS | $19.2M | 2.36% |
| [T. Rowe Price Small-Cap Value Fund, Inc.](https://search.stillhousedata.com/fund/S000002121) | T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | $17.8M | 19.32% |
| [Janus Henderson Venture Fund](https://search.stillhousedata.com/fund/S000010488) | JANUS INVESTMENT FUND | $12.8M | 41.91% |
| [Fidelity Advisor Stock Selector Mid Cap Fund](https://search.stillhousedata.com/fund/S000005114) | Fidelity Advisor Series I | $12.1M | 47.62% |
| [VANGUARD RUSSELL 2000 INDEX FUND](https://search.stillhousedata.com/fund/S000030003) | VANGUARD SCOTTSDALE FUNDS | $9.6M | 5.45% |
| [VIP Balanced Portfolio](https://search.stillhousedata.com/fund/S000007730) | Variable Insurance Products Fund III | $6.1M | 7.61% |
| [U.S. MICRO CAP PORTFOLIO](https://search.stillhousedata.com/fund/S000000948) | DFA INVESTMENT DIMENSIONS GROUP INC | $4.6M | 6.11% |
| [Nicholas Limited Edition, Inc.](https://search.stillhousedata.com/fund/S000009136) | Nicholas Limited Edition, Inc. | $4.1M | 125.82% |
| [Master Small Cap Index Series](https://search.stillhousedata.com/fund/S000002716) | Quantitative Master Series LLC | $3.4M | 7.08% |
| [Small Cap Portfolio](https://search.stillhousedata.com/fund/S000001917) | BNY MELLON VARIABLE INVESTMENT FUND | $3.1M | 99.83% |
| [T. Rowe Price Financial Services Fund, Inc.](https://search.stillhousedata.com/fund/S000002084) | T. ROWE PRICE FINANCIAL SERVICES FUND, INC. | $2.5M | 14.19% |
| [Fidelity Balanced K6 Fund](https://search.stillhousedata.com/fund/S000065701) | Fidelity Puritan Trust | $1.5M | 6.22% |
| [VANGUARD BALANCED INDEX FUND](https://search.stillhousedata.com/fund/S000002560) | VANGUARD VALLEY FORGE FUNDS | $975K | 0.17% |
| [VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002855) | VANGUARD INSTITUTIONAL INDEX FUNDS | $851K | 0.28% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/05589G102.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.