Robert Millen - Jensen Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
Holdings Activity Buys Sells    History
Holding/activity history for  Broadridge Financial Solutions, Inc. (BR)
← All BR superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 855,784 2.74 Add 11.22% 0.28 $156.94–224.51 · VW $182.51i $139,047,784 SEC
2025   Q4 769,449 2.70 Reduce 30.04% 0.98 $215.08–238.73 · VW $225.57i $171,717,933 SEC
2025   Q3 1,099,850 3.25 Reduce 15.21% 0.56 $231.97–271.91 · VW $248.68i $261,951,275 SEC
2025   Q2 1,297,083 3.69 Reduce 6.46% 0.24 $212.33–247.01 · VW $237.04i $315,230,081 SEC
2025   Q1 1,386,609 3.72 Reduce 14.52% 0.48 $220.00–246.58 · VW $236.38i $336,197,218 SEC
2024   Q4 1,622,179 3.32 Reduce 1.28% 0.04 $208.20–237.96 · VW $223.72i $366,758,450 SEC
2024   Q3 1,643,215 2.95 Reduce 5.47% 0.15 $195.64–223.81 · VW $212.21i $353,340,521 SEC
2024   Q2 1,738,280 2.80 Reduce 2.17% 0.06 $188.30–207.55 · VW $197.86i $342,441,160 SEC
2024   Q1 1,776,877 2.78 Reduce 0.34% <0.01 $191.87–210.24 · VW $201.90i $364,011,022 SEC
2023   Q4 1,782,855 2.78 Reduce 2.33% 0.06 $166.73–207.29 · VW $187.62i $366,822,416 SEC
2023   Q3 1,825,339 2.58 Add 2.43% 0.06 $161.85–189.69 · VW $177.72i $326,826,948 SEC
2023   Q2 1,782,104 2.17 Add 1.05% 0.02 $139.35–166.03 · VW $150.91i $295,169,886 SEC
2023   Q1 1,763,639 2.02 Reduce 3.10% 0.06 $132.70–157.47 · VW $144.22i $255,921,655 SEC
2022   Q4 1,820,083 1.91 Add 5.96% 0.11 $131.35–152.87 · VW $143.27i $244,127,733 SEC
2022   Q3 1,717,678 2.16 Reduce 1.09% 0.02 $142.61–183.33 · VW $160.57i $247,895,000 SEC
2022   Q2 1,736,658 2.05 Add 3.09% 0.06 $132.40–161.50 · VW $144.28i $247,561,000 SEC
2022   Q1 1,684,618 1.96 Add 0.77% 0.02 $137.58–183.34 · VW $154.40i $262,312,000 SEC
2021   Q4 1,671,728 2.15 Reduce 4.76% 0.11 $161.09–185.40 · VW $174.99i $305,625,000 SEC
2021   Q3 1,755,253 2.32 Reduce 9.88% 0.23 $161.38–177.16 · VW $169.63i $292,495,000 SEC
2021   Q2 1,947,670 2.38 Reduce 0.78% 0.02 $152.35–167.54 · VW $159.99i $314,607,000 SEC
2021   Q1 1,962,922 2.40 Add 2.03% 0.05 $137.91–158.36 · VW $147.11i $300,523,000 SEC
2020   Q4 1,923,880 2.44 Add 0.73% 0.02 $131.23–154.22 · VW $145.58i $294,738,000 SEC
2020   Q3 1,909,854 2.23 Add 0.45% 0.01 $123.87–144.50 · VW $134.68i $252,101,000 SEC
2020   Q2 1,901,214 2.30 Add 0.16% <0.01 $90.08–128.03 · VW $116.49i $239,914,000 SEC
2020   Q1 1,898,168 2.02 Add 14.63% 0.26 $81.90–134.30 · VW $104.70i $180,003,000 SEC
2019   Q4 1,655,898 2.03 Add 10.71% 0.20 $115.15–126.77 · VW $122.68i $204,570,000 SEC
2019   Q3 1,495,683 1.99 Add 27.64% 0.43 $120.28–136.99 · VW $127.93i $186,108,000 SEC
2019   Q2 1,171,813 1.71 Add 38.98% 0.48 $104.08–133.45 · VW $120.46i $149,617,000 SEC
2019   Q1 843,157 1.04 Add 8174.36% 1.03 $92.44–104.77 · VW $100.22i $87,427,000 SEC
2018   Q4 10,190 0.01 Add 19.88% <0.01 $91.34–133.70 · VW $108.30i $981,000 SEC
2018   Q3 8,500 0.01 Reduce 0.76% <0.01 $111.65–138.24 · VW $125.66i $1,122,000 SEC
2018   Q2 8,565 0.01 Reduce 99.04% 1.27 $105.88–119.99 · VW $114.18i $986,000 SEC
2018   Q1 895,250 1.28 Reduce 13.22% 0.16 $87.51–110.05 · VW $100.78i $98,200,000 SEC
2017   Q4 1,031,665 1.19 Reduce 0.00% <0.01 $80.70–92.44 · VW $88.32i $93,448,000 SEC
2017   Q3 1,031,714 1.13 Add 0.07% <0.01 $71.58–82.02 · VW $77.22i $83,383,000 SEC
2017   Q2 1,030,949 1.07 Buy 1.07 $66.49–78.00 · VW $73.06i $77,899,000 SEC
2014   Q4 0 0.00 Sell 100.00% 0.01 $38.28–46.78 · VW $43.99i SEC
2014   Q3 12,100 0.01 Add 3.24% <0.01 $39.43–43.40 · VW $41.49i $504,000 SEC
2014   Q2 11,720 0.01 Buy 0.01 $35.35–42.32 · VW $39.64i $488,000 SEC
Price snapshot:
Current price$151.04
Avg. buy price$121.91
+/- since buy23.89%
52-week low$133.83
52-week high$266.43