Position in IEX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,623,710
+$597,166 QoQ
Shares Held
15,967
0.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#225
of 677 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Zurich Insurance Group Ltd/FI holds $366,412,914 across 12 Specialty Industrial Machinery names. IEX ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GNRC |
Generac Holdings Inc.
|
408,460 | $119,601,172 | |
| 2 | CMI |
Cummins Inc
|
146,046 | $104,161,467 | |
| 3 | GEV |
GE Vernova Inc.
|
70,824 | $83,208,284 | |
| 4 | ROK |
Rockwell Automation, Inc
|
84,253 | $41,711,975 | |
| 5 | DOV |
DOVER Corp
|
18,728 | $4,200,315 | |
| 6 | IEX |
Idex Corp /De/
This page
|
15,967 | $3,623,710 | |
| 7 | ITW |
Illinois Tool Works Inc
|
8,700 | $2,353,089 | |
| 8 | NDSN |
Nordson Corp
|
6,500 | $1,960,985 |
All Filings in IEX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,623,710 | 15,967 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,026,544 | 15,967 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,841,167 | 15,967 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,598,788 | 15,967 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||