BBHM

BBH TR

Institutional Ownership · Q4 2025

Filing: Q4 2025

BBH TR (BBHM) is held by 21 institutional investors with combined holdings of $930M. Major holders include BROWN BROTHERS HARRIMAN &, Litman Gregory Wealth Man, Waverly Advisors, LLC.

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Institutional Holders

Total Value

$930.3M

Ownership %

—

🏦 Top Institutional Holders

BROWN BROTHERS HARRIMAN & CO

69.1M shares

$907.3M

Litman Gregory Wealth Management LLC

708.6K shares

$11.4M

Waverly Advisors, LLC

301.7K shares

$4.9M

Black Diamond Financial, LLC

67.5K shares

$1.1M

Rockefeller Capital Management L.P.

48.4K shares

$778.8K

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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