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Brown Brothers Harriman & Co.
William B. Tyree · Asset Manager · Value
Brown Brothers Harriman & Co. (BBH) is one of the oldest and largest private investment banks in the United States, founded in 1818. Headquartered in New York City, it operates as a private partnership, a structure that distinguishes it from most of its publicly traded competitors. The firm manages three primary business lines: Investor Services, which provides global custody and administration; Investment Management, focused on fundamental research; and Private Banking, serving high-net-worth individuals and families. BBH is renowned for its conservative, long-term approach to finance and its commitment to providing specialized expertise to a global client base of institutions and individuals.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +11.3% |
| YTD return | +8.3% |
| Sharpe ratio | 2.47 |
| Win rate | 46% |
| AUM | $9.1B |
| Inception | Oct 1, 2025 |
| Updated | Sep 22, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $9.1B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.bbh.com |
Current Holdings
Updated on Sep 22, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| GOOGL | Alphabet Inc Class A | 12.7% | +32.6% |
| MSFT | Microsoft Corporation | 11.1% | +4.5% |
| AAPL | Apple Inc | 10.1% | +25.8% |
| BRK-A | Berkshire Hathaway Inc | 7.4% | +1.5% |
| AMZN | Amazon.com Inc | 6.3% | +13.1% |
| KLAC | KLA-Tencor Corporation | 5.7% | -23.9% |
| NVDA | NVIDIA Corporation | 5.6% | +15.2% |
| MA | Mastercard Inc | 4.4% | -0.7% |
| USB | U.S. Bancorp | 3.7% | +6.8% |
| WM | Waste Management Inc | 3.7% | -5.7% |
| LIN | Linde plc Ordinary Shares | 3.5% | -2.7% |
| LLY | Eli Lilly and Company | 3.5% | +6.6% |
| PANW | Palo Alto Networks Inc | 3.2% | +1.9% |
| AMAT | Applied Materials Inc | 3.2% | +53.5% |
| PGR | Progressive Corp | 3.0% | -4.5% |
| ORCL | Oracle Corporation | 2.9% | -30.8% |
| JNJ | Johnson & Johnson | 2.8% | +3.3% |
| AJG | Arthur J Gallagher & Co | 2.6% | -15.7% |
| COST | Costco Wholesale Corp | 2.2% | -8.2% |
| WMT | Walmart Inc. Common Stock | 2.2% | +3.2% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 21, 2026 | BUY | USB | 3.9% → 3.7% |
| Sep 21, 2026 | BUY | PANW | 3.1% → 3.2% |
| Sep 21, 2026 | BUY | GOOGL | 12.0% → 12.7% |
| Sep 21, 2026 | BUY | WM | 3.8% → 3.7% |
| Sep 21, 2026 | BUY | JNJ | 2.8% → 2.8% |
Investment Style Analysis
Brown Brothers Harriman & Co. is widely recognized for employing a Value strategy. As of Sep 22, 2026, the firm oversees approximately $9.1B in assets under management (AUM). The portfolio demonstrates a clear preference for the Software - Infrastructure and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 21, Brown Brothers Harriman & Co. made a significant move by increasing exposure to USB. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
BBH’s investment philosophy is characterized by a disciplined, value-oriented approach that emphasizes bottom-up, fundamental research. The firm focuses on identifying high-quality, durable businesses with strong management teams and sustainable competitive advantages. They seek to invest in assets with a significant margin of safety, typically purchasing securities when they are trading at a discount to their intrinsic value. BBH maintains a long-term perspective, often holding concentrated portfolios to allow their high-conviction ideas time to generate superior risk-adjusted returns while prioritizing capital preservation and growth across market cycles.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Brown Brothers Harriman & Co..
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Frequently asked questions
How is the simulated portfolio for Brown Brothers Harriman & Co. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Brown Brothers Harriman & Co.'s largest holding?
As of the latest filing, Brown Brothers Harriman & Co.'s top position is Alphabet Inc Class A (GOOGL), representing 12.7% of the portfolio. This reflects a high-conviction bet by the institution.
What is Brown Brothers Harriman & Co.'s historical performance and risk profile?
Our simulation indicates a total return of +11.3% with a win rate of 46%. Notably, the portfolio maintains a Sharpe Ratio of 2.47, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Brown Brothers Harriman & Co. primarily invest in?
Brown Brothers Harriman & Co. has a strong preference for the Software - Infrastructure sector, which makes up 17.3% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Brown Brothers Harriman & Co.'s portfolio concentrated or diversified?
Brown Brothers Harriman & Co. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 33.9% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Brown Brothers Harriman & Co. performed in 2026?
Our AI-simulated model portfolio for Brown Brothers Harriman & Co. tracks a Year-to-Date (YTD) return of +8.3%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does William B. Tyree manage Brown Brothers Harriman & Co. directly?
Yes, William B. Tyree serves as the key portfolio manager for Brown Brothers Harriman & Co., overseeing the investment strategy and final capital allocation decisions.