Who owns BBH TR?
- Ticker: BBHL
- CUSIP Number: 05528c675
Tip: Access positions for across all investors
Analyze quarterly positions in BBH TR with up to 7 years of data, all consolidated into one spreadsheet
Download as csvTop investors of BBH TR stock
Who bought or sold BBH TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co. | 28M | $420M | 6% | Mar 2026 |
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| Litman Gregory Asset Management | 709k | $11M | 100% | Dec 2025 |
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| Warren Averett Asset Management | 302k | $4.9M | 100% | Dec 2025 |
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| Black Diamond Financial | 68k | $1.0M | 0% | Mar 2026 |
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| Sontag Advisory | 47k | $703k | 0% | Mar 2026 |
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| Paul Kendrigan | 44k | $659k | -26% | Mar 2026 |
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| Aspiriant | 41k | $615k | 0% | Mar 2026 |
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| Rockefeller Capital Management | 38k | $567k | -22% | Mar 2026 |
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| Royal Bank of Canada | 37k | $550k | 100% | Mar 2026 |
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| Spinnaker Trust | 34k | $507k | 0% | Mar 2026 |
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| HighTower Advisors | 23k | $339k | 0% | Mar 2026 |
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| GoalVest Advisory | 22k | $335k | 100% | Mar 2026 |
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| Stifel Financial | 21k | $315k | 100% | Mar 2026 |
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| Massey, Quick & Co | 18k | $274k | 100% | Mar 2026 |
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| Summit Wealth Group Llc / Co | 18k | $267k | -3% | Mar 2026 |
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| Kathmere Capital Management | 18k | $265k | 0% | Mar 2026 |
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| Susquehanna International | 17k | $267k | 100% | Dec 2025 |
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| Diversified Trust Company | 16k | $243k | 0% | Mar 2026 |
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| Northern Trust | 15k | $236k | 100% | Dec 2025 |
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| Bank of America Corporation | 13k | $192k | 100% | Mar 2026 |
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| Woodmont Investment Counsel | 11k | $165k | 0% | Mar 2026 |
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| Assetmark | 10k | $154k | 100% | Mar 2026 |
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| Hartland & Co | 7.5k | $113k | 0% | Mar 2026 |
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| Fifth Third Bancorp | 7.5k | $112k | 0% | Mar 2026 |
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| FMR | 806.00 | $13k | 100% | Dec 2025 |
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| UBS Group | 583.00 | $8.8k | 100% | Mar 2026 |
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| Advisor Group Holdings | 439.00 | $7.1k | 100% | Dec 2025 |
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| Key FInancial | 162.00 | $2.4k | 0% | Mar 2026 |
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Who sold out of BBH TR?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| CI Private Wealth | Dec 2025 | 11k | $172k |