AssuredPartners Investment Advisors’s Broadridge BR Stock Holding History

AssuredPartners Investment Advisors’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,371	Closed	-$306K	–	411
2025 Q4	$306K	Buy	+1,371	New	+$313K	0.05%	274
2025 Q2	–	Sell	-2,173	Closed	-$527K	–	257
2025 Q1	$527K	Buy	2,173 +117	+6%	+$27.5K	0.1%	192
2024 Q4	$465K	Buy	+2,056	New	+$461K	0.09%	206

Other funds holding BR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssuredPartners Investment Advisors's BR Position: Q1 2026 in Review

AssuredPartners Investment Advisors sold out of Broadridge (BR) in Q1 2026, closing a stake of 1,371 shares — an estimated $306K sold.

AssuredPartners Investment Advisors first reported a position in BR in Q4 2024 and held it in 3 quarters. The position peaked at $527K in Q1 2025. 1,055 funds tracked by Wall St. Rank hold BR as of Q1 2026.

AssuredPartners Investment Advisors reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
AssuredPartners Investment Advisors sold 1,371 Broadridge shares in Q1 2026, an estimated $306K.
AssuredPartners Investment Advisors first reported a position in Broadridge in Q4 2024 and held it in 3 quarters.
AssuredPartners Investment Advisors's Broadridge position peaked at $527K in Q1 2025.
1,055 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.