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BBH TR shares owned by CI Private Wealth

Quarter-by-quarter ownership of BBH TR (BBHL) shares owned by CI Private Wealth from 13F filings

Historical chart of CI Private Wealth investment in BBH TR

Tip: Access up to 7 years of quarterly data

All positions including BBH TR held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BBH TR by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $172k 11k 16.12

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Top funds holding BBH TR

Brown Brothers Harriman & Co.
Litman Gregory Asset Management
Warren Averett Asset Management
Black Diamond Financial
Paul Kendrigan
Rockefeller Capital Management
Sontag Advisory
Aspiriant
Spinnaker Trust
HighTower Advisors
Summit Wealth Group Llc / Co
Kathmere Capital Management
Susquehanna International
Diversified Trust Company
Northern Trust

View all funds holding BBH TR