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)
Name | % Change |
---|---|
BAC Bank of America Corp | 1.11% |
EL Estee Lauder Compani | 1.02% |
SHW Sherwin-Williams Co. | 0.94% |
USB U.S. Bancorp (First | 0.94% |
TMO Thermo Fisher Scient | 0.86% |
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