Kovitz Investment Group Partners
BR icon

Kovitz Investment Group Partners’s Broadridge BR Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-87,207
Closed -$20.8M – 553
2025
Q3 		$20.8M Buy
87,207
+18,154
+26% +$4.52M 0.08% 210
2025
Q2 		$16.8M Buy
69,053
+42,789
+163% +$10.2M 0.07% 224
2025
Q1 		$6.37M Sell
26,264
-53
-0.2% -$12.5K 0.03% 356
2024
Q4 		$5.95M Buy
26,317
+498
+2% +$112K 0.03% 369
2024
Q3 		$5.15M Buy
+25,819
New +$5.4M 0.04% 338

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