Schwartz Investment Counsel Inc / BR
Schwartz Investment Counsel Inc’s Broadridge Finl Solutions In Position
Does Schwartz Investment Counsel Inc own Broadridge Finl Solutions In (BR)? Yes — 315.5K shares worth $51M (+1.82% of its 13F portfolio) as of Q1 2026, up from 247.3K shares the prior filed quarter.
Position Value
$51M
Q1 2026
Shares
315.5K
% of Portfolio
+1.82%
Quarters Held
30
currently held
Position History BR
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 315.5K | $51M | +1.82% |
| Q4 2025 | 247.3K | $55M | +1.93% |
| Q3 2025 | 247.3K | $59M | +1.98% |
| Q2 2025 | 247.3K | $60M | +1.98% |
| Q1 2025 | 247.3K | $60M | +2.06% |
| Q4 2024 | 247.3K | $56M | +2.01% |
| Q3 2024 | 247.3K | $53M | +1.89% |
| Q2 2024 | 334.4K | $66M | +2.44% |
| Q1 2024 | 369.4K | $76M | +2.76% |
| Q4 2023 | 374.4K | $77M | +3.01% |
| Q3 2023 | 374.4K | $67M | +2.86% |
| Q2 2023 | 374.4K | $62M | +2.62% |
| Q1 2023 | 374.4K | $55M | +2.40% |
| Q4 2022 | 277.4K | $37M | +1.69% |
| Q3 2022 | 277.4K | $40M | +2.06% |
| Q2 2022 | 330.4K | $47M | +2.29% |
| Q1 2022 | 375.4K | $58M | +2.46% |
| Q4 2021 | 391.6K | $72M | +2.78% |
| Q3 2021 | 448.8K | $75M | +3.08% |
| Q2 2021 | 461.8K | $75M | +3.00% |
| Q1 2021 | 475.8K | $73M | +3.16% |
| Q4 2020 | 475.8K | $73M | +3.31% |
| Q3 2020 | 475.8K | $63M | +3.17% |
| Q2 2020 | 475.8K | $60M | +3.26% |
| Q1 2020 | 435.8K | $41M | +2.75% |
| Q4 2019 | 435.8K | $54M | +2.55% |
| Q3 2019 | 435.8K | $54M | +2.76% |
| Q2 2019 | 435.8K | $56M | +2.85% |
| Q1 2019 | 110.8K | $11M | +0.61% |
| Q4 2018 | 40.8K | $4M | +0.24% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Schwartz Investment Counsel Inc’s full portfolio or all institutional holders of BR.