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BBH TR shares owned by GoalVest Advisory

Quarter-by-quarter ownership of BBH TR (BBHL) shares owned by GoalVest Advisory from 13F filings

Historical chart of GoalVest Advisory investment in BBH TR

Tip: Access up to 7 years of quarterly data

All positions including BBH TR held by GoalVest Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BBH TR by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $335k 22k 15.02

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Top funds holding BBH TR

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

View all funds holding BBH TR