Zurich Insurance Group’s Broadridge BR Stock Holding History

Zurich Insurance Group’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	-8,700	Closed	-$1.41M	–	329
2026 Q1	$1.41M	Hold	8,700	–	–	0.01%	309
2025 Q4	$1.94M	Buy	+8,700	New	+$1.98M	0.01%	244
2023 Q3	–	Sell	-10,600	Closed	-$1.76M	–	244
2023 Q2	$1.76M	Hold	10,600	–	–	0.02%	159
2023 Q1	$1.55M	Hold	10,600	–	–	0.02%	165
2022 Q4	$1.42M	Hold	10,600	–	–	0.02%	153
2022 Q3	$1.53M	Hold	10,600	–	–	0.02%	138
2022 Q2	$1.51M	Hold	10,600	–	–	0.02%	157
2022 Q1	$1.65M	Hold	10,600	–	–	0.02%	146
2021 Q4	$1.94M	Hold	10,600	–	–	0.02%	128
2021 Q3	$1.77M	Hold	10,600	–	–	0.02%	137
2021 Q2	$1.71M	Hold	10,600	–	–	0.02%	148
2021 Q1	$1.62M	Hold	10,600	–	–	0.02%	142
2020 Q4	$1.62M	Buy	+10,600	New	+$1.54M	0.02%	127
2018 Q3	–	Sell	-42,981	Closed	-$4.95M	–	459
2018 Q2	$4.95M	Buy	+42,981	New	+$4.85M	0.11%	247
2017 Q4	–	Sell	-14,745	Closed	-$1.19M	–	572
2017 Q3	$1.19M	Buy	+14,745	New	+$1.14M	0.03%	493

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Zurich Insurance Group's BR Position: Q2 2026 in Review

Zurich Insurance Group sold out of Broadridge (BR) in Q2 2026, closing a stake of 8,700 shares — an estimated $1.41M sold.

Zurich Insurance Group first reported a position in BR in Q3 2017 and held it in 15 quarters. The position peaked at $4.95M in Q2 2018. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Zurich Insurance Group reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
Zurich Insurance Group sold 8,700 Broadridge shares in Q2 2026, an estimated $1.41M.
Zurich Insurance Group first reported a position in Broadridge in Q3 2017 and held it in 15 quarters.
Zurich Insurance Group's Broadridge position peaked at $4.95M in Q2 2018.
1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Zurich Insurance Group's 13F filing for Q2 2026, filed 14 Aug 2026.