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Manager record

Baldwin Investment Management, LLC

West Conshohocken, PA · CIK 1346378 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.03BReported 13F valueQ2 2026 · as filed
231Holdings listed
+20.8%vs prior quartervalue change includes market moves
5Quarters on record
Jul 28Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $828.4M$828.4MQ2 2025209 holdingsQ3 2025: $873.4M$873.4MQ3 2025207 holdingsQ4 2025: $885.8M$885.8MQ4 2025207 holdingsQ1 2026: $855.7M$855.7MQ1 2026210 holdingsQ2 2026: $1.0B$1.0BQ2 2026231 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 28 2026 13F-HR · period Q2 2026

$1.03B · 231 holdings listed · View original SEC filing ↗
May 12 2026 13F-HR · period Q1 2026

$855.66M · 210 holdings listed · View original SEC filing ↗
Feb 13 2026 13F-HR · period Q4 2025

$885.79M · 207 holdings listed · View original SEC filing ↗
Nov 10 2025 13F-HR · period Q3 2025

$873.39M · 207 holdings listed · View original SEC filing ↗
Aug 11 2025 13F-HR · period Q2 2025

$828.37M · 209 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 28, 2026 · Change methodology