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ZURICH INSURANCE GROUP LTD

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ZURICH V8 Insurance Company
13F Summary
Zurich Insurance Group LTD is based out of Zurich. Their last reported 13F filing for Q4 2023 included $9,794,530,498 in managed 13F securities and a top 10 holdings concentration of 32.18%. Zurich Insurance Group LTD's largest holding is Microsoft Corp. with shares held of 1,642,243. Whalewisdom has at least 34 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

Name % Change
WMT Walmart Inc 1.74%
XOM ExxonMobil Corp. (St 1.43%
LOW Lowes Companies, Inc 1.14%
BRK.B Berkshire Hathaway I 1.08%
CB Chubb Limited 0.87%

2023-12-31

13F Holdings Summary

Name $ Change
MSFT Microsoft Corp. 6.31%
AAPL Apple Inc 6.3%
GOOGL Alphabet Inc. Class 4.24%
AMZN Amazon.com Inc. 4.11%
META Meta Platforms Inc 2.88%

2023-12-31

13F Activity

Market Value $9.79b, Prior: $9.45b
New Purchases 36 stocks
Added To 43 stocks
Sold out of 34 stocks
Reduced holdings in 70 stocks
Top 10 Holdings % 32.18%
Turnover %[1] 29.54%
Turnover Alt %[2] 24.43%
Time Held Top 20 11.55 quarters
Time Held Top 10 10 quarters
Time Held All 9.49 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance