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CIK: 0001127799
Total reported value
$14.4B
$14.4B
212 檔
20.5%
The Q3 2024 SEC filing reveals that Zurich Insurance Group Ltd/FI held a total portfolio value of $14.4B, covering 212 public equity positions.
In Q3 2024, Zurich Insurance Group Ltd/FI adopted a defensive or profit-taking posture, trimming 53 positions and completely liquidating 52 holdings to manage risk exposure.
Showing top 200 holdings (of 212 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.44% | -0.17% | -7.80% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.16% | -1.10% | -7.25% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.49% | +0.10% | -2.93% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.78% | +0.60% | -12.07% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.17% | +0.35% | -26.25% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.11% | -0.17% | -6.91% | |
| 7 | WMT | Walmart Inc | Stock-Consumer Staples | 1.88% | +0.32% | +26.29% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.80% | +0.18% | +816.30% | |
| 9 | ORCL | Oracle CORP | Stock-Tech | 1.62% | +0.16% | -10.21% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.59% | +0.48% | -28.25% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 1.35% | -0.04% | +2655.71% | |
| 12 | MA | Mastercard Inc - A | Stock-Financials | 1.34% | -0.08% | +20.41% | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.34% | +0.50% | +2205.32% | |
| 14 | PGR | Progressive CORP | Stock-Financials | 1.24% | — | +5.19% | |
| 15 | GE | General Electric | Stock-Industrials | 1.15% | +0.27% | -5.88% | |
| 16 | TDG | Transdigm Group Inc | Stock-Industrials | 1.14% | — | +49.68% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.12% | -0.29% | +7.57% | |
| 18 | CARR | Carrier Global CORP | Stock-Industrials | 1.11% | — | — | |
| 19 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.07% | +0.08% | — | |
| 20 | NFLX | Netflix Inc | Stock-Comm Services | 1.07% | -0.71% | -13.23% | |
| 21 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.06% | -0.13% | EXIT | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.06% | -0.81% | -14.49% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 1.04% | -0.02% | +37.96% | |
| 24 | CRH | CRH plc | Stock-Materials | 1.04% | -0.05% | +7.53% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.01% | +0.04% | — | |
| 26 | BAC | Bank Of America CORP | Stock-Financials | 0.96% | +0.43% | -21.66% | |
| 27 | PM | Philip Morris International | Stock-Consumer Staples | 0.95% | +0.04% | — | |
| 28 | CLH | Clean Harbors Inc | Stock-Industrials | 0.88% | — | -6.89% | |
| 29 | CAT | Caterpillar Inc | Stock-Industrials | 0.85% | +0.35% | +4018.63% | |
| 30 | NEM | Newmont CORP | Stock-Materials | 0.83% | -0.08% | — | |
| 31 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.83% | — | +18.80% | |
| 32 | RMD | Resmed Inc | Stock-Healthcare | 0.79% | -0.01% | -5.65% | |
| 33 | MET | Metlife Inc | Stock-Financials | 0.78% | — | — | |
| 34 | AMAT | Applied Materials Inc | Stock-Tech | 0.78% | +0.62% | -5.00% | |
| 35 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.77% | -0.19% | +5.75% | |
| 36 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.75% | — | +21.35% | |
| 37 | RGA | Reinsurance Group Of America | Stock-Financials | 0.74% | — | -20.90% | |
| 38 | TXN | Texas Instruments Inc | Stock-Tech | 0.74% | +0.93% | -33.00% | |
| 39 | BRX | Brixmor Property Group Inc | Stock-Real Estate | 0.73% | — | +44.69% | |
| 40 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 0.71% | +0.55% | NEW | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.69% | -0.45% | EXIT | |
| 42 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.69% | — | — | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.69% | +0.07% | -58.06% | |
| 44 | INTU | Intuit Inc | Stock-Tech | 0.68% | — | +11.46% | |
| 45 | KLAC | Kla CORP | Stock-Tech | 0.67% | +0.52% | -6.69% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.67% | -0.06% | +235.41% | |
| 47 | ADBE | Adobe Inc | Stock-Tech | 0.67% | — | -31.40% | |
| 48 | WDAY | Workday Inc-class A | Stock-Tech | 0.66% | — | — | |
| 49 | KKR | Kkr & Co Inc | Stock-Financials | 0.64% | +0.10% | NEW | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.63% | +0.10% | -23.53% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HD | Home Depot Inc | +1.3% | +2655.71% | Add |
| 2 | UNH | Unitedhealth Group Inc | +1.3% | +2205.32% | Add |
| 3 | CARR | Carrier Global CORP | +1.1% | NEW | New buy |
| 4 | SBUX | Starbucks CORP | +1.1% | NEW | New buy |
| 5 | TSLA | Tesla Inc | +1% | NEW | New buy |
| 6 | PM | Philip Morris International | +1% | NEW | New buy |
| 7 | NEM | Newmont CORP | +0.8% | NEW | New buy |
| 8 | CAT | Caterpillar Inc | +0.8% | +4018.63% | Add |
| 9 | MET | Metlife Inc | +0.8% | NEW | New buy |
| 10 | AIT | Applied Industrial Tech Inc | +0.7% | NEW | New buy |
| 11 | NKE | Nike Inc -cl B | +0.7% | NEW | New buy |
| 12 | MCD | Mcdonald's CORP | +0.7% | +3580.14% | Add |
| 13 | WDAY | Workday Inc-class A | +0.7% | NEW | New buy |
| 14 | TRP | Tc Energy CORP | +0.6% | NEW | New buy |
| 15 | DHI | Dr Horton Inc | +0.6% | NEW | New buy |
| 16 | WMT | Walmart Inc | +0.6% | +26.29% | Add |
| 17 | TECK | Teck Resources Ltd-cls B | +0.6% | NEW | New buy |
| 18 | SW | Smurfit Westrock Plc | +0.6% | NEW | New buy |
| 19 | CM | Can Imperial Bk Of Commerce | +0.5% | NEW | New buy |
| 20 | BLDR | Builders Firstsource Inc | +0.5% | NEW | New buy |
| 21 | CL | Colgate-palmolive Co | +0.5% | +2785.01% | Add |
| 22 | JNJ | Johnson & Johnson | +0.5% | +235.41% | Add |
| 23 | LMT | Lockheed Martin CORP | +0.5% | +2098.76% | Add |
| 24 | TDG | Transdigm Group Inc | +0.4% | +49.68% | Add |
| 25 | BRO | Brown & Brown Inc | +0.4% | +258.04% | Add |
| 26 | DUK | Duke Energy CORP | +0.4% | NEW | New buy |
| 27 | UMBF | Umb Financial CORP | +0.4% | NEW | New buy |
| 28 | SYF | Synchrony Financial | +0.4% | +389.75% | Add |
| 29 | MTB | M & T Bank CORP | +0.4% | NEW | New buy |
| 30 | TD | Toronto-dominion Bank | +0.4% | NEW | New buy |
| 31 | BNY | Bank Of New York Mellon CORP | +0.4% | NEW | New buy |
| 32 | DELL | Dell Technologies -c | +0.4% | +497.03% | Add |
| 33 | POOL | Pool CORP | +0.4% | NEW | New buy |
| 34 | BN | Brookfield CORP | +0.3% | NEW | New buy |
| 35 | MA | Mastercard Inc - A | +0.3% | +20.41% | Add |
| 36 | AXON | Axon Enterprise Inc | +0.3% | +18.80% | Add |
| 37 | V | Visa Inc-class A Shares | +0.3% | +37.96% | Add |
| 38 | BRX | Brixmor Property Group Inc | +0.3% | +44.69% | Add |
| 39 | NEE | Nextera Energy Inc | +0.3% | NEW | New buy |
| 40 | ICE | Intercontinental Exchange In | +0.3% | NEW | New buy |
| 41 | PGR | Progressive CORP | +0.3% | +5.19% | Add |
| 42 | CRH | CRH plc | +0.2% | +7.53% | Add |
| 43 | PNC | Pnc Financial Services Group | +0.2% | NEW | New buy |
| 44 | FITB | Fifth Third Bancorp | +0.2% | NEW | New buy |
| 45 | PG | Procter & Gamble Co/the | +0.2% | +536.14% | Add |
| 46 | PEG | Public Service Enterprise Gp | +0.2% | +21.35% | Add |
| 47 | CEG | Constellation Energy | +0.2% | +80.73% | Add |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +7.57% | Add |
| 49 | VICI | Vici Properties Inc | +0.2% | NEW | New buy |
| 50 | GILD | Gilead Sciences Inc | +0.2% | +791.48% | Add |
According to official SEC Form 13F filings, Zurich Insurance Group Ltd/FI reported a total U.S. public equity portfolio value of $14.4B across 212 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 20.5% of total reported equity market value during Q3 2024.
Top New Position Initiated
CARR
市值: $130.5M
Top Position Liquidated / Trimmed
DHR
前期市值: $117.6M
During Q3 2024, Zurich Insurance Group Ltd/FI's top holdings by market value included AAPL (6.4%)、MSFT (6.2%)、NVDA (5.5%). The largest single position, AAPL, represented 6.4% of total portfolio value.
In Q3 2024, Zurich Insurance Group Ltd/FI made 177 total portfolio adjustments, initiating 35 new buys, adding to 37 positions, trimming 53 holdings, and fully liquidating 52 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.