DOSSIER · 13F Holders · Q2 2026
TBGVX

TWEEDY BRN GLOBAL VALUE

3 institutions still hold TWEEDY BRN GLOBAL VALUE as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 901165100·3 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$3M
visible holders
Holders
3
filers reporting
Concentration
87.27%
NORTH STAR ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

3 institutions reported TBGVX in Q2 2026. NORTH STAR ASSET MANAGEMENT INC leads at 87.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
NORTH STAR ASSET MANAGEMENT INC
CIK 0001056559
$2M74K0.09%Q2 2026
02
Redwood Wealth Management Group, LLC
CIK 0001963839
$311K11K0.13%Q1 2026
03
Coston, McIsaac & Partners
CIK 0001945037
$26K9420.01%Q4 2025