Swiss Life Asset Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $14M | Buy |
102,206
+24,171
| +31% | +$3.65M | 0.06% | 246 |
|
|
2026
Q1 | $12.7M | Buy |
78,035
+42,091
| +117% | +$8M | 0.06% | 237 |
|
|
2025
Q4 | $8.02M | Sell |
35,944
-943
| -3% | -$215K | 0.04% | 312 |
|
|
2025
Q3 | $8.79M | Sell |
36,887
-13,918
| -27% | -$3.47M | 0.05% | 285 |
|
|
2025
Q2 | $12.3M | Sell |
50,805
-1,026
| -2% | -$244K | 0.07% | 209 |
|
|
2025
Q1 | $12.6M | Sell |
51,831
-6,503
| -11% | -$1.53M | 0.09% | 175 |
|
|
2024
Q4 | $13.2M | Buy |
58,334
+4,440
| +8% | +$995K | 0.1% | 159 |
|
|
2024
Q3 | $11.6M | Buy |
53,894
+3,314
| +7% | +$693K | 0.13% | 145 |
|
|
2024
Q2 | $9.96M | Buy |
50,580
+21,220
| +72% | +$4.21M | 0.12% | 164 |
|
|
2024
Q1 | $6.01M | Sell |
29,360
-12,505
| -30% | -$2.52M | 0.08% | 200 |
|
|
2023
Q4 | $8.62M | Sell |
41,865
-13,107
| -24% | -$2.42M | 0.1% | 225 |
|
|
2023
Q3 | $9.84M | Buy |
54,972
+3,574
| +7% | +$633K | 0.15% | 165 |
|
|
2023
Q2 | $8.51M | Buy |
51,398
+14,524
| +39% | +$2.2M | 0.13% | 203 |
|
|
2023
Q1 | $5.4M | Buy |
36,874
+34,780
| +1,661% | +$4.98M | 0.08% | 293 |
|
|
2022
Q4 | $281K | Buy |
+2,094
| New | +$297K | ﹤0.01% | 569 |
|
|
2022
Q2 | – | Sell |
-4,155
| Closed | -$647K | – | 642 |
|
|
2022
Q1 | $647K | Hold |
4,155
| – | – | 0.01% | 499 |
|
|
2021
Q4 | $760K | Sell |
4,155
-7,812
| -65% | -$1.37M | 0.01% | 481 |
|
|
2021
Q3 | $1.99M | Sell |
11,967
-19,636
| -62% | -$3.34M | 0.03% | 417 |
|
|
2021
Q2 | $5.43M | Buy |
31,603
+2,160
| +7% | +$345K | 0.05% | 310 |
|
|
2021
Q1 | $4.51M | Sell |
29,443
-2,887
| -9% | -$426K | 0.06% | 327 |
|
|
2020
Q4 | $4.95M | Buy |
32,330
+23,757
| +277% | +$3.45M | 0.07% | 295 |
|
|
2020
Q3 | $1.13M | Buy |
8,573
+567
| +7% | +$75.8K | 0.02% | 364 |
|
|
2020
Q2 | $1.01M | Buy |
+8,006
| New | +$927K | 0.02% | 372 |
|
|
2020
Q1 | – | Sell |
-9,002
| Closed | -$1.11M | – | 499 |
|
|
2019
Q4 | $1.11M | Sell |
9,002
-9,326
| -51% | -$1.14M | 0.02% | 387 |
|
|
2019
Q3 | $2.28M | Sell |
18,328
-26,941
| -60% | -$3.47M | 0.03% | 329 |
|
|
2019
Q2 | $5.78M | Buy |
+45,269
| New | +$5.45M | 0.07% | 170 |
|
|
2018
Q4 | – | Sell |
-10,204
| Closed | -$1.35M | – | 227 |
|
|
2018
Q3 | $1.35M | Sell |
10,204
-13,801
| -57% | -$1.75M | 0.02% | 367 |
|
|
2018
Q2 | $2.76M | Buy |
24,005
+1,626
| +7% | +$184K | 0.04% | 239 |
|
|
2018
Q1 | $2.45M | Buy |
22,379
+7,561
| +51% | +$751K | 0.04% | 265 |
|
|
2017
Q4 | $1.34M | Buy |
+14,818
| New | +$1.29M | 0.03% | 297 |
|
|
2017
Q3 | – | Sell |
-17,554
| Closed | -$1.32M | – | 456 |
|
|
2017
Q2 | $1.32M | Buy |
17,554
+1,587
| +10% | +$115K | 0.03% | 255 |
|
|
2017
Q1 | $1.09M | Buy |
+15,967
| New | +$1.08M | 0.03% | 264 |
|
|
2016
Q4 | – | Sell |
-7,449
| Closed | -$505K | – | 433 |
|
|
2016
Q3 | $505K | Buy |
7,449
+1,295
| +21% | +$88.4K | 0.02% | 357 |
|
|
2016
Q2 | $401K | Buy |
+6,154
| New | +$381K | 0.02% | 272 |
|
Other funds holding BR
Swiss Life Asset Management's BR Position: Q2 2026 in Review
Swiss Life Asset Management increased its Broadridge (BR) stake by 31% in Q2 2026, buying an estimated $3.65M and bringing the position to 102,206 shares worth $14M. The position accounts for 0.06% of the portfolio, ranked #246.
Swiss Life Asset Management first reported a position in BR in Q2 2016 and has held it in 34 quarters since. 777 funds tracked by Wall St. Rank hold BR as of Q2 2026.
- Swiss Life Asset Management held 102,206 shares of Broadridge worth $14M as of Q2 2026.
- Swiss Life Asset Management bought 24,171 Broadridge shares in Q2 2026, an estimated $3.65M.
- Broadridge made up 0.06% of Swiss Life Asset Management's portfolio in Q2 2026, its #246 holding.
- Swiss Life Asset Management first reported a position in Broadridge in Q2 2016 and has held it in 34 quarters since.
- 777 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.
Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.