Baldwin Investment Management, LLC
All 13F Filings
- Location
- West Conshohocken, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,033,772
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 231 | 1,033,772 | 13F-HR | Baldwin Investment Management, LLC |
| 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 | 997.2 K | 96.5% | 167.9 K | 0 | 167.9 K |
| ETFs | 36.6 K | 3.5% | 10.25 K | 0 | 10.25 K |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
1,033,772
Holdings
231
QoQ value change ($000)
178,111
(20.8%)
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.