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Swiss Re’s Broadridge BR Stock Holding History

Swiss Re’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
-51
Closed -$8.29K – 246
2026
Q1 		$8.29K Hold
51
– – 0.05% 231
2025
Q4 		$11.4K Buy
+51
New +$11.6K ﹤0.01% 207

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

Swiss Re's BR Position: Q2 2026 in Review

Swiss Re sold out of Broadridge (BR) in Q2 2026, closing a stake of 51 shares — an estimated $8.29K sold.

Swiss Re first reported a position in BR in Q4 2025 and held it in 2 quarters. The position peaked at $11.4K in Q4 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Swiss Re reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • Swiss Re sold 51 Broadridge shares in Q2 2026, an estimated $8.29K.
  • Swiss Re first reported a position in Broadridge in Q4 2025 and held it in 2 quarters.
  • Swiss Re's Broadridge position peaked at $11.4K in Q4 2025.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Swiss Re's 13F filing for Q2 2026, filed 11 Aug 2026.