BBH TR (BBHL)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Institutional Trends (2 Quarters)

No trend data available for this metric.

Ownership Map

Top 26 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders25of 5,944

Avg: 68

Uncrowded77th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.12x

44th percentile

9 buying8 selling

+7

New

-4

Closed

+1.5M

Net shares

Ownership Concentration

Top 5: 98.9%Top 10: 99.5%

BROWN BROTHERS HARRIMAN &95.2%

Beacon Pointe Advisors,2.2%

Waverly Advisors,1.0%

Black Diamond Financial,0.2%

Wealthspire Advisors,0.2%

Others (20)1.1%

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Conviction-Weighted Ownership

Median weight: 0.03%Avg weight: 0.26%Max: 2.25%High conviction (>1%): 1

BROWN BROTHERS HARRIMAN &

Beacon Pointe Advisors,

Waverly Advisors,

Black Diamond Financial,

Wealthspire Advisors,

FORBES J M & CO LLP

ASPIRIANT,

Rockefeller Capital Management L.P.

ROYAL BANK OF CANADA

SPINNAKER TRUST

Crowding AnalysisCrowded

Holders25of 5,944

Avg: 68

Uncrowded77th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.12x

44th percentile

9 buying8 selling

+7

New

-4

Closed

+1.5M

Net shares

Ownership Concentration

Top 5: 98.9%Top 10: 99.5%

BROWN BROTHERS HARRIMAN &95.2%

Beacon Pointe Advisors,2.2%

Waverly Advisors,1.0%

Black Diamond Financial,0.2%

Wealthspire Advisors,0.2%

Others (20)1.1%

Crowding AnalysisCrowded

Holders25of 5,944

Avg: 68

Uncrowded77th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.12x

44th percentile

9 buying8 selling

+7

New

-4

Closed

+1.5M

Net shares

Ownership Concentration

Top 5: 98.9%Top 10: 99.5%

BROWN BROTHERS HARRIMAN &95.2%

Beacon Pointe Advisors,2.2%

Waverly Advisors,1.0%

Black Diamond Financial,0.2%

Wealthspire Advisors,0.2%

Others (20)1.1%

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)

Ownership Map

Top 26 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 26 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position