4 institutions reported holding $2.5M of TWEEDY BRN GLOBAL VALUE (TBGVX) in SEC 13F filings for 2026-03-31. Largest institutional holders: NORTH STAR ASSET MANAGEMENT INC ($2.2M), Redwood Wealth Management Group, LLC ($311,246), Coston, McIsaac & Partners ($27,000), KELLEHER FINANCIAL ADVISORS ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | NORTH STAR ASSET MANAGEMENT INC | $2.2M | 74,860 | Trimmed |
| 2 | Redwood Wealth Management Group, LLC | $311,246 | 10,677 | Hold |
| 3 | Coston, McIsaac & Partners | $27,000 | 942 | Hold |
| 4 | KELLEHER FINANCIAL ADVISORS | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31