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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 05528C675

BBH TR

22 institutions · $448.8M total · 27,839,009 shares

#ManagerSharesValue% of TotalPeriod
1BROWN BROTHERS HARRIMAN & CO26,411,420$425.8M94.87%2025-12-31
2Litman Gregory Wealth Management LLC708,552$11.4M2.54%2025-12-31
3Waverly Advisors, LLC301,709$4.9M1.08%2025-12-31
4Black Diamond Financial, LLC67,548$1.1M0.24%2025-12-31
5Rockefeller Capital Management L.P.48,195$776.9K0.17%2025-12-31
6Wealthspire Advisors, LLC46,816$754.7K0.16%2025-12-31
7ASPIRIANT, LLC40,965$660.4K0.14%2025-12-31
8Royal Bank of Canada36,084$582.0K0.12%2025-12-31
9SPINNAKER TRUST33,746$544.0K0.12%2025-12-31
10HighTower Advisors, LLC22,588$364.1K0.08%2025-12-31
11SUMMIT WEALTH GROUP LLC / CO18,411$296.8K0.06%2025-12-31
12Kathmere Capital Management, LLC17,609$283.9K0.06%2025-12-31
13SUSQUEHANNA INTERNATIONAL GROUP, LLP16,573$267.2K0.05%2025-12-31
14Diversified Trust Co16,159$260.5K0.05%2025-12-31
15NORTHERN TRUST CORP14,643$236.0K0.05%2025-12-31
16WOODMONT INVESTMENT COUNSEL LLC10,965$176.8K0.03%2025-12-31
17CI Private Wealth, LLC10,637$171.5K0.03%2025-12-31
18Clearstead Advisors, LLC7,507$121.0K0.02%2025-12-31
19FIFTH THIRD BANCORP7,475$120.5K0.02%2025-12-31
20FMR LLC806$13.0K0.00%2025-12-31
21ADVISOR GROUP HOLDINGS, INC.439$7.1K0.00%2025-12-31
22Key Financial Inc162$2.6K0.00%2025-12-31