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Advisory Research’s Brunswick BC Stock Holding History

Advisory Research’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-24,676
Closed -$1.33M – 147
2025
Q1 		$1.33M Sell
24,676
-354
-1% -$22.2K 0.23% 90
2024
Q4 		$1.62M Buy
25,030
+70
+0.3% +$5.49K 0.27% 79
2024
Q3 		$2.09M Sell
24,960
-2,975
-11% -$231K 0.37% 62
2024
Q2 		$2.03M Sell
27,935
-252
-0.9% -$20.6K 0.38% 61
2024
Q1 		$2.72M Buy
28,187
+2,035
+8% +$179K 0.54% 46
2023
Q4 		$2.53M Sell
26,152
-7,735
-23% -$615K 0.39% 65
2023
Q3 		$2.68M Sell
33,887
-215
-0.6% -$17.7K 0.37% 71
2023
Q2 		$2.95M Buy
34,102
+543
+2% +$44.3K 0.38% 73
2023
Q1 		$2.75M Buy
33,559
+11,308
+51% +$935K 0.45% 56
2022
Q4 		$1.6M Buy
22,251
+1,035
+5% +$73.6K 0.15% 104
2022
Q3 		$1.39M Sell
21,216
-220
-1% -$16.5K 0.14% 122
2022
Q2 		$1.4M Sell
21,436
-6,980
-25% -$513K 0.14% 115
2022
Q1 		$2.3M Buy
28,416
+6,255
+28% +$577K 0.18% 87
2021
Q4 		$2.23M Sell
22,161
-117,024
-84% -$11.5M 0.18% 102
2021
Q3 		$13.3M Buy
139,185
+50
+0% +$4.98K 0.85% 37
2021
Q2 		$13.9M Sell
139,135
-7,975
-5% -$812K 0.91% 28
2021
Q1 		$14M Sell
147,110
-4,943
-3% -$453K 0.99% 27
2020
Q4 		$11.6M Buy
152,053
+38,064
+33% +$2.69M 0.85% 38
2020
Q3 		$6.71M Sell
113,989
-7,006
-6% -$447K 0.65% 54
2020
Q2 		$7.75M Buy
+120,995
New +$6.03M 0.69% 47
2017
Q3 		– Sell
-22,839
Closed -$1.43M – 431
2017
Q2 		$1.43M Buy
22,839
+3,385
+17% +$197K 0.02% 271
2017
Q1 		$1.19M Buy
19,454
+4,458
+30% +$263K 0.02% 311
2016
Q4 		$818K Buy
+14,996
New +$742K 0.01% 295

Other funds holding BC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Advisory Research's BC Position: Q2 2025 in Review

Advisory Research sold out of Brunswick (BC) in Q2 2025, closing a stake of 24,676 shares — an estimated $1.33M sold.

Advisory Research first reported a position in BC in Q4 2016 and held it in 23 quarters. The position peaked at $14M in Q1 2021. 392 funds tracked by Wall St. Rank hold BC as of Q2 2025.

  • Advisory Research reported no remaining Brunswick position as of Q2 2025 after selling out during the quarter.
  • Advisory Research sold 24,676 Brunswick shares in Q2 2025, an estimated $1.33M.
  • Advisory Research first reported a position in Brunswick in Q4 2016 and held it in 23 quarters.
  • Advisory Research's Brunswick position peaked at $14M in Q1 2021.
  • 392 funds tracked by Wall St. Rank held Brunswick as of Q2 2025.

Based on Advisory Research's 13F filing for Q2 2025, filed 13 Aug 2025.