Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BALDWIN INVESTMENT MANAGEMENT LLC | 11-14-2023 | 09-30-2023 | 192 | 598,052,139 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc A | CL A | 1 | $301,347,459 | 567 | 0.05 | 0.05 | -1 | -0.18 | 09-30-2023 |
| Microsoft Corp | Common Stock | 2 | $12,075,543 | 38,244 | 0.00 | 0.00 | 372 | 0.98 | 09-30-2023 |
| Apple Inc | Common Stock | 3 | $11,801,578 | 68,930 | 0.00 | 0.00 | -497 | -0.72 | 09-30-2023 |
| J.P. Morgan Chase & Co | Common Stock | 4 | $7,276,358 | 50,175 | 0.00 | 0.00 | -816 | -1.60 | 09-30-2023 |
