Zurich Insurance Group Ltd/FI
InsurancePosition in IBKR — Interactive Brokers Group, Inc.
CIK 1127799
Zurich, V8
Position in IBKR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,923,176
-$3,274,712 QoQ
Shares Held
148,474
-41.1% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#200
of 1,105 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Zurich Insurance Group Ltd/FI holds $244,595,509 across 7 Capital Markets names. IBKR ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
579,127 | $121,060,708 | |
| 2 | GS |
Goldman Sachs Group Inc
|
54,062 | $54,676,684 | |
| 3 | SCHW |
Schwab Charles Corp
|
283,389 | $26,148,303 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
137,409 | $13,779,374 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
This page
|
148,474 | $12,923,176 | |
| 6 | EVR |
Evercore Inc.
|
35,515 | $12,126,241 | |
| 7 | FUTU |
Futu Holdings Ltd
|
41,402 | $3,881,023 |
All Filings in IBKR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,923,176 | 148,474 | Shares | Defined | 2026-08-14 | |
| 2025-12-31 | $16,197,888 | 251,872 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||