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 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 $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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Zurich Insurance Group's BR Position: Q1 2026 in Review

Zurich Insurance Group held its Broadridge (BR) position steady in Q1 2026 at 8,700 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #309.

Zurich Insurance Group first reported a position in BR in Q3 2017 and has held it in 15 quarters since. The position peaked at $4.95M in Q2 2018. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Zurich Insurance Group held 8,700 shares of Broadridge worth $1.41M as of Q1 2026.
Zurich Insurance Group left its Broadridge share count unchanged in Q1 2026.
Broadridge made up 0.01% of Zurich Insurance Group's portfolio in Q1 2026, its #309 holding.
Zurich Insurance Group first reported a position in Broadridge in Q3 2017 and has held it in 15 quarters since.
Zurich Insurance Group's Broadridge position peaked at $4.95M in Q2 2018.
1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Zurich Insurance Group's 13F filing for Q1 2026, filed 15 May 2026.