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Portfolio (Quarterly) Guide ↗

BROWN BROTHERS HARRIMAN & CO

· CIK 0000014661
13F Portfolio $18.6B AUM 1,800 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 99 New 693 Added 344 Reduced 132 Exited
Page 22 of 90  ·  1,800 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 PHM PULTEGROUP INC Consumer Cyclical 8,734.0 $1.0M 0.01% +3K +43.1% $117.61 -1.1%
422 RY ROYAL BANK OF CANADA Financial Services 6,348.0 $1.0M 0.01% $161.78 +15.7%
423 AEM AGNICO EAGLE MINES LTD Basic Materials 5,048.0 $1.0M 0.01% +3K +113.2% $202.98 -12.4%
424 KKR KKR & CO INC Financial Services 10,941.0 $1.0M 0.01% +5K +90.7% $92.50 +2.4%
425 RTO RENTOKIL INITIAL PLC-SP ADR Industrials 31,838.0 $1.0M 0.01% -31K -49.5% $31.48 +1.5%
426 DVY ISHARES DJ SELECT DIVIDEND FD 6,548.0 $991K 0.01% +2K +42.8% $151.41 +1.8%
427 MPLX MPLX LP Energy 17,260.0 $985K 0.01% $57.07 -2.5%
428 VRSK VERISK ANALYTICS INC Industrials 5,183.0 $983K 0.01% +2K +81.5% $189.75 -10.1%
429 MGK VANGUARD MEGA CAP GROWTH ETF 2,667.0 $980K 0.01% $367.44 -75.8%
430 PEG PUBLIC SERVICE ENTERPRISE GP Utilities 12,091.0 $979K 0.01% +2K +24.6% $80.95 -3.1%
431 IP INTERNATIONAL PAPER CO Consumer Cyclical 27,379.0 $977K 0.01% +5K +19.9% $35.70 -11.8%
432 VTEB VANGUARD TAX-EXEMPT BOND ETF 19,478.0 $972K 0.01% -9K -31.0% $49.89 -0.1%
433 WBD WARNER BROS DISCOVERY INC Communication Services 35,201.0 $967K 0.01% +14K +63.6% $27.46 -0.1%
434 RCL ROYAL CARIBBEAN CRUISES LTD Consumer Cyclical 3,506.0 $965K 0.01% +1K +71.1% $275.18 -7.7%
435 RLI RLI CORP Financial Services 16,885.0 $963K 0.01% +736.0 +4.6% $57.04 -7.7%
436 EXC EXELON CORP Utilities 19,559.0 $959K 0.01% +11K +123.5% $49.02 -7.5%
437 VST VISTRA CORP Utilities 6,373.0 $958K 0.01% +2K +43.7% $150.33 -4.2%
438 IBB ISHARES BIOTECHNOLOGY ETF 5,628.0 $950K 0.01% $168.85 +0.1%
439 LQD ISHARES IBOXX INVESTMENT GRA 8,665.0 $944K 0.01% $108.99 -0.8%
440 ACWV ISHARES MSCI GLOBAL MIN VOL 7,868.0 $940K 0.01% $119.51 +2.2%
Page 22 of 90  ·  1,800 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.5%
Financial Services 16.2%
Industrials 12.6%
Healthcare 10.2%
Consumer Cyclical 8.8%
Communication Services 8.1%
Consumer Defensive 7.3%
Basic Materials 3.9%
Energy 1.3%
Real Estate 0.7%