John Rogers's BCO Position Overview
John Rogers (via Ariel Investments, LLC) currently holds 1.23 M shares of The Brink's Company (BCO) worth $143.25 M, representing 1.53% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, John Rogers has maintained a long-term strategic position in BCO, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2020, adding 591,255 shares. Largest reduction occurred in Q2 2024, reducing 442,124 shares.
Analysis based on 13F filings available since 2013 Q2
John Rogers's The Brink's Company (BCO) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Brink's Company (BCO) Trades by John Rogers
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +1.04 M | Add 0.00% | 1.04 M | $25.51 |
| Q3 2013 | +67,240 | Add 6.48% | 1.1 M | $28.30 |
| Q4 2013 | +27,002 | Add 2.44% | 1.13 M | $34.14 |
| Q1 2014 | -53,905 | Reduce 4.76% | 1.08 M | $28.55 |
| Q2 2014 | +35,640 | Add 3.31% | 1.11 M | $28.22 |
| Q3 2014 | -29,423 | Reduce 2.64% | 1.08 M | $24.04 |
| Q4 2014 | -64,630 | Reduce 5.96% | 1.02 M | $24.41 |
| Q1 2015 | +227,753 | Add 22.34% | 1.25 M | $27.63 |
| Q2 2015 | +59,155 | Add 4.74% | 1.31 M | $29.43 |
| Q3 2015 | -10,785 | Reduce 0.83% | 1.3 M | $27.01 |
| Q4 2015 | +13,690 | Add 1.06% | 1.31 M | $28.86 |
| Q1 2016 | +52,494 | Add 4.01% | 1.36 M | $33.59 |
| Q2 2016 | -179,987 | Reduce 13.22% | 1.18 M | $28.49 |
| Q3 2016 | -53,218 | Reduce 4.50% | 1.13 M | $37.08 |
| Q4 2016 | -201,083 | Reduce 17.82% | 927,499 | $41.25 |
| Q1 2017 | -185,974 | Reduce 20.05% | 741,525 | $53.45 |
| Q2 2017 | -309,643 | Reduce 41.76% | 431,882 | $67.00 |
| Q3 2017 | -123,081 | Reduce 28.50% | 308,801 | $84.25 |
| Q4 2017 | -28,316 | Reduce 9.17% | 280,485 | $78.70 |
| Q1 2018 | -7,574 | Reduce 2.70% | 272,911 | $71.35 |
| Q2 2018 | +43,326 | Add 15.88% | 316,237 | $79.75 |
| Q3 2018 | +85,195 | Add 26.94% | 401,432 | $69.75 |
| Q4 2018 | +124,992 | Add 31.14% | 526,424 | $64.65 |
| Q1 2019 | -12,242 | Reduce 2.33% | 514,182 | $75.41 |
| Q2 2019 | -45,786 | Reduce 8.90% | 468,396 | $81.18 |
| Q3 2019 | +32,954 | Add 7.04% | 501,350 | $82.95 |
| Q4 2019 | +19,419 | Add 3.87% | 520,769 | $90.68 |
| Q1 2020 | +27,504 | Add 5.28% | 548,273 | $52.05 |
| Q2 2020 | +166,991 | Add 30.46% | 715,264 | $45.51 |
| Q3 2020 | +591,255 | Add 82.66% | 1.31 M | $41.09 |
| Q4 2020 | +356,956 | Add 27.32% | 1.66 M | $72.00 |
| Q1 2021 | +35,963 | Add 2.16% | 1.7 M | $79.23 |
| Q2 2021 | +38,281 | Add 2.25% | 1.74 M | $76.84 |
| Q3 2021 | +230,172 | Add 13.25% | 1.97 M | $63.30 |
| Q4 2021 | +84,014 | Add 4.27% | 2.05 M | $65.57 |
| Q1 2022 | +19,661 | Add 0.96% | 2.07 M | $68.00 |
| Q2 2022 | +117,376 | Add 5.67% | 2.19 M | $60.71 |
| Q3 2022 | -39,593 | Reduce 1.81% | 2.15 M | $48.44 |
| Q4 2022 | -131,767 | Reduce 6.13% | 2.02 M | $53.71 |
| Q1 2023 | -36,315 | Reduce 1.80% | 1.98 M | $66.80 |
| Q2 2023 | -87,355 | Reduce 4.41% | 1.89 M | $67.83 |
| Q3 2023 | +15,311 | Add 0.81% | 1.91 M | $72.64 |
| Q4 2023 | -24,762 | Reduce 1.30% | 1.88 M | $87.95 |
| Q1 2024 | -171,760 | Reduce 9.11% | 1.71 M | $92.38 |
| Q2 2024 | -442,124 | Reduce 25.81% | 1.27 M | $102.40 |
| Q3 2024 | -129,368 | Reduce 10.18% | 1.14 M | $115.64 |
| Q4 2024 | +140,895 | Add 12.35% | 1.28 M | $92.77 |
| Q1 2025 | +112,180 | Add 8.75% | 1.39 M | $86.16 |
| Q2 2025 | -10,830 | Reduce 0.78% | 1.38 M | $89.29 |
| Q3 2025 | -157,667 | Reduce 11.40% | 1.23 M | $116.86 |
John Rogers's The Brink's Company Investment FAQs
John Rogers first purchased The Brink's Company (BCO) in Q2 2013, acquiring 1,037,556 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers has held The Brink's Company (BCO) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers's largest addition to The Brink's Company (BCO) was in Q2 2013, adding 1,037,556 shares worth $26.47 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, John Rogers's firm, Ariel Investments, LLC, owns 1,225,787 shares of The Brink's Company (BCO), valued at approximately $143.25 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, The Brink's Company (BCO) represents approximately 1.53% of John Rogers's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers's peak holding in The Brink's Company (BCO) was 2,188,942 shares, as reported at the end of Q2 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.