Baldwin Investment Management, LLC
All 13F Filings
- Location
- West Conshohocken, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 855,661
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/12/2026 | 210 | 855,661 | 13F-HR | Baldwin Investment Management, LLC |
| Q4 2025 | 2/13/2026 | 207 | 885,788 | 13F-HR | Baldwin Investment Management, LLC |
| Q3 2025 | 11/10/2025 | 207 | 873,386 | 13F-HR | Baldwin Investment Management, LLC |
| Q2 2025 | 8/11/2025 | 209 | 828,373 | 13F-HR | Baldwin Investment Management, LLC |
| Q2 2014 | 8/8/2014 | 133 | 231,328 | 13F-HR | Baldwin Investment Management, LLC |
| Q1 2014 | 5/8/2014 | 136 | 225,966 | 13F-HR | Baldwin Investment Management, LLC |
| Q4 2013 | 2/10/2014 | 135 | 221,940 | 13F-HR | Baldwin Investment Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 829.3 K | 96.9% | 0 | 34.72 K | -34.72 K |
| ETFs | 26.35 K | 3.1% | 4.598 K | 0 | 4.598 K |
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Fund Snapshot
Q1 2026
Latest filed
5/12/2026
Total value ($000)
855,661
Holdings
210
QoQ value change ($000)
-30,127
(-3.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.