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Sumitomo Life Insurance’s Broadridge BR Stock Holding History

Sumitomo Life 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
Q1 		– Sell
-5,421
Closed -$1.21M – 285
2025
Q4 		$1.21M Buy
5,421
+30
+0.6% +$6.84K 0.03% 170
2025
Q3 		$1.28M Buy
+5,391
New +$1.34M 0.04% 160

Other funds holding BR

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sumitomo Life Insurance's BR Position: Q1 2026 in Review

Sumitomo Life Insurance sold out of Broadridge (BR) in Q1 2026, closing a stake of 5,421 shares — an estimated $1.21M sold.

Sumitomo Life Insurance first reported a position in BR in Q3 2025 and held it in 2 quarters. The position peaked at $1.28M in Q3 2025. 1,057 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Sumitomo Life Insurance reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Sumitomo Life Insurance sold 5,421 Broadridge shares in Q1 2026, an estimated $1.21M.
  • Sumitomo Life Insurance first reported a position in Broadridge in Q3 2025 and held it in 2 quarters.
  • Sumitomo Life Insurance's Broadridge position peaked at $1.28M in Q3 2025.
  • 1,057 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Sumitomo Life Insurance's 13F filing for Q1 2026, filed 12 May 2026.