Achmea Investment Management’s Broadridge BR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
– Sell
-5,880
Closed -$1.43M – 300
2025
Q2
$1.43M Buy
5,880
+682
+13% +$162K 0.02% 295
2025
Q1
$1.26M Sell
5,198
-56
-1% -$13.2K 0.02% 310
2024
Q4
$1.19M Sell
5,254
-25,906
-83% -$5.8M 0.02% 334
2024
Q3
$6.7M Sell
31,160
-61,714
-66% -$12.9M 0.11% 198
2024
Q2
$18.3M Buy
92,874
+3,341
+4% +$663K 0.33% 75
2024
Q1
$18.3M Buy
89,533
+56,926
+175% +$11.5M 0.35% 74
2023
Q4
$6.71M Buy
32,607
+14,627
+81% +$2.7M 0.14% 178
2023
Q3
$3.22M Sell
17,980
-365
-2% -$64.6K 0.07% 264
2023
Q2
$3.04M Buy
18,345
+3,516
+24% +$532K 0.06% 289
2023
Q1
$2.17M Sell
14,829
-7,461
-33% -$1.07M 0.06% 291
2022
Q4
$2.8M Buy
22,290
+14,626
+191% +$2.08M 0.09% 238
2022
Q3
$1.11M Sell
7,664
-506
-6% -$82.1K 0.04% 380
2022
Q2
$1.17M Buy
8,170
+336
+4% +$48.8K 0.04% 380
2022
Q1
$1.22M Sell
7,834
-3,161
-29% -$485K 0.03% 411
2021
Q4
$2.01M Sell
10,995
-5,860
-35% -$1.03M 0.1% 191
2021
Q3
$2.81M Sell
16,855
-6,557
-28% -$1.12M 0.09% 276
2021
Q2
$3.78M Buy
23,412
+411
+2% +$65.7K 0.13% 217
2021
Q1
$3.52M Buy
23,001
+3,214
+16% +$475K 0.12% 225
2020
Q4
$3.03M Buy
19,787
+3,957
+25% +$574K 0.11% 232
2020
Q3
$2.09M Sell
15,830
-52,311
-77% -$6.99M 0.09% 258
2020
Q2
$8.6M Sell
68,141
-10,198
-13% -$1.18M 0.29% 82
2020
Q1
$7.43M Buy
78,339
+52,986
+209% +$6.05M 0.34% 68
2019
Q4
$3.13M Sell
25,353
-4,723
-16% -$578K 0.12% 193
2019
Q3
$3.74M Hold
30,076
– – 0.15% 176
2019
Q2
$3.84M Buy
30,076
+4,904
+19% +$591K 0.15% 171
2019
Q1
$2.61M Sell
25,172
-1,223
-5% -$123K 0.11% 206
2018
Q4
$2.54M Hold
26,395
– – 0.12% 192
2018
Q3
$3.48M Sell
26,395
-25,298
-49% -$3.21M 0.13% 190
2018
Q2
$5.95M Buy
51,693
+10,331
+25% +$1.17M 0.21% 125
2018
Q1
$4.53M Buy
41,362
+11,071
+37% +$1.1M 0.15% 165
2017
Q4
$2.74M Buy
30,291
+27,109
+852% +$2.37M 0.09% 256
2017
Q3
$257K Buy
+3,182
New +$245K 0.01% 460

Other funds holding BR

Achmea Investment Management's BR Position: Q3 2025 in Review

Achmea Investment Management sold out of Broadridge (BR) in Q3 2025, closing a stake of 5,880 shares — an estimated $1.43M sold.

Achmea Investment Management first reported a position in BR in Q3 2017 and held it in 32 quarters. The position peaked at $18.3M in Q1 2024. 1,107 funds tracked by Wall St. Rank hold BR as of Q3 2025.

  • Achmea Investment Management reported no remaining Broadridge position as of Q3 2025 after selling out during the quarter.
  • Achmea Investment Management sold 5,880 Broadridge shares in Q3 2025, an estimated $1.43M.
  • Achmea Investment Management first reported a position in Broadridge in Q3 2017 and held it in 32 quarters.
  • Achmea Investment Management's Broadridge position peaked at $18.3M in Q1 2024.
  • 1,107 funds tracked by Wall St. Rank held Broadridge as of Q3 2025.

Based on Achmea Investment Management's 13F filing for Q3 2025, filed 21 Nov 2025.