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BWIN — THE BALDWIN INSURANCE GRP IN · All Fund Holders
Funds holding (latest): 40 · Reported value held: $1.32B
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | Q2 2026 | 14.75M | $392.11M | 0.02% | Add |
| BlackRock Inc history | Q2 2026 | 7.25M | $192.76M | 0.00% | Add |
| Vanguard Group history | Q4 2025 | 6.85M | $164.65M | 0.00% | Add |
| BNY Mellon history | Q2 2026 | 3.08M | $81.80M | 0.01% | Reduce |
| Baron Funds history | Q2 2026 | 2.71M | $72.10M | 0.17% | Hold |
| Geode Capital Management history | Q2 2026 | 2.34M | $62.19M | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 2.28M | $60.52M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 1.64M | $43.63M | 0.02% | Add |
| Capital World Investors history | Q3 2025 | 1.26M | $35.54M | 0.01% | Add |
| Capital Research Global Investors history | Q2 2026 | 1.31M | $34.77M | 0.01% | Reduce |
| Bank of America Corp history | Q2 2026 | 1.18M | $31.47M | 0.00% | Add |
| Point72 Asset Management history | Q2 2026 | 1.04M | $27.60M | 0.11% | Add |
| Northern Trust Corp history | Q2 2026 | 810.26K | $21.54M | 0.00% | Add |
| Janus Henderson Group history | Q1 2026 | 881.88K | $19.35M | 0.01% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 723.41K | $19.23M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 673.00K | $17.89M | 0.01% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 410.19K | $10.88M | 0.00% | New |
| Wells Fargo & Co history | Q2 2026 | 197.94K | $5.26M | 0.00% | Add |
| Royce & Associates history | Q1 2022 | 181.30K | $4.86M | 0.04% | Hold |
| Balyasny Asset Management history | Q2 2026 | 153.17K | $4.07M | 0.01% | New |
| Deutsche Bank AG history | Q2 2026 | 105.61K | $2.81M | 0.00% | Add |
| Invesco Ltd history | Q2 2026 | 80.59K | $2.14M | 0.00% | Add |
| Renaissance Technologies history | Q4 2024 | 46.60K | $1.81M | 0.00% | Add |
| Legal & General Investment Management America history | Q2 2026 | 64.27K | $1.71M | 0.00% | Add |
| AQR Capital Management history | Q2 2026 | 63.52K | $1.69M | 0.00% | Reduce |
| Franklin Resources history | Q1 2025 | 34.01K | $1.52M | 0.00% | New |
| Citigroup Inc history | Q2 2026 | 54.53K | $1.45M | 0.00% | Add |
| Manulife Financial history | Q2 2026 | 50.05K | $1.33M | 0.00% | Add |
| Davidson Kempner Capital Management history | Q3 2021 | 37.77K | $1.26M | 0.03% | New |
| D. E. Shaw & Co history | Q3 2025 | 41.32K | $1.17M | 0.00% | Reduce |
| Fidelity International (FIL) history | Q4 2021 | 19.85K | $717.00K | 0.00% | New |
| Marshall Wace history | Q2 2026 | 16.75K | $445.21K | 0.00% | New |
| Prudential Financial history | Q2 2026 | 16.14K | $429.00K | 0.00% | Add |
| Two Sigma Investments history | Q2 2025 | 6.88K | $294.32K | 0.00% | Reduce |
| Millennium Management history | Q2 2026 | 9.66K | $256.82K | 0.00% | New |
| PNC Financial Services history | Q2 2026 | 8.85K | $235.26K | 0.00% | Reduce |
| Principal Global Investors history | Q2 2025 | 5.00K | $214.05K | 0.00% | Reduce |
| Citadel Advisors history | Q2 2026 | 8.00K | $212.64K | 0.00% | Reduce |
| T. Rowe Price Associates history | Q2 2026 | 125.59K | $3.34K | 0.00% | Reduce |
| Amundi US history | Q1 2025 | 49 | $2.21K | 0.00% | Add |