TBGVX

Tweedy Browne Global Value Fund

Institutional Ownership · Q4 2025

Filing: Q4 2025

Tweedy Browne Global Value Fund (TBGVX) is held by 4 institutional investors with combined holdings of $10M. Major holders include KELLEHER FINANCIAL ADVISO, NORTH STAR ASSET MANAGEME, Redwood Wealth Management.

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Institutional Holders

Total Value

$10.4M

Ownership %

—

🏦 Top Institutional Holders

KELLEHER FINANCIAL ADVISORS

275.1K shares

$7.7M

NORTH STAR ASSET MANAGEMENT INC

76.0K shares

$2.1M

Redwood Wealth Management Group, LLC

24.8K shares

$579.0K

Coston, McIsaac & Partners

942 shares

$26.0K

📊 Financials

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

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