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Clal Insurance’s Broadridge BR Stock Holding History

Clal Insurance’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
Q2 		– Sell
-27
Closed -$4K – 227
2026
Q1 		$4K Sell
27
-91
-77% -$17.3K ﹤0.01% 208
2025
Q4 		$26K Buy
118
+5
+4% +$1.14K ﹤0.01% 151
2025
Q3 		$27K Sell
113
-33
-23% -$8.22K ﹤0.01% 149
2025
Q2 		$36K Buy
146
+3
+2% +$713 ﹤0.01% 134
2025
Q1 		$35K Buy
143
+117
+450% +$27.5K ﹤0.01% 134
2024
Q4 		$6K Buy
+26
New +$5.82K ﹤0.01% 131

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Clal Insurance's BR Position: Q2 2026 in Review

Clal Insurance sold out of Broadridge (BR) in Q2 2026, closing a stake of 27 shares — an estimated $4K sold.

Clal Insurance first reported a position in BR in Q4 2024 and held it in 6 quarters. The position peaked at $36K in Q2 2025. 1,019 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Clal Insurance reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • Clal Insurance sold 27 Broadridge shares in Q2 2026, an estimated $4K.
  • Clal Insurance first reported a position in Broadridge in Q4 2024 and held it in 6 quarters.
  • Clal Insurance's Broadridge position peaked at $36K in Q2 2025.
  • 1,019 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Clal Insurance's 13F filing for Q2 2026, filed 13 Aug 2026.