HALL LAURIE J TRUSTEE

Q1 2026 13F-HR Detailed Holdings

Location
Boston, MA
Holdings as of
3/31/2026
Value ($000)
$283,357,765
Num holdings
270
Date filed
4/6/2026
Form type
13F-HR
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SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Issuer Name Class CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None Price Filed
4/6/2026
 Price As-Of
3/31/2026
 Price Now
4/24/2026

Other Managers

Num Name File Number
1 BIRCH HILL ADVISORS
2 BOSTON FAMILY OFFICE
3 BOSTON FAMILY OFFICE CARY MARCHI
4 BRENDAN LEE
5 CARLETON R LADD
6 CYNTHIA DOOLEY
7 DEANNA HARNETT
8 ED ESTEY
9 ERIC LAFOREST
10 KATIE BAKER
11 LAURA MCCARTHY
12 MARTISHA PATTERSON
13 SEAWARD MANAGEMENT CO
14 THEA BROWN-ALLEN
15 TWEEDY BROWNE COMPANY LLC