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Wellington Management · BR Holdings Trend

Broadridge Financial Solutions · SEC 13F

Wellington Management Holdings of BR by Quarter

Quarter Shares Value

QuarterSharesValueQoQ Change
2024Q13K$706,767
2024Q24K$732,840+3.7%
2024Q34K$776,258+5.9%
2024Q45K$1M+35.0%
2025Q27K$2M+73.0%
2025Q48K$2M-0.2%

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Data source: SEC EDGAR Form 13F