Zurich Insurance Group Ltd/FI

Insurance

Position in MORN — Morningstar, Inc.

CIK 1127799 Zurich, V8

Position in MORN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,170,150

New position

Shares Held

7,500

first reported quarter

Ownership

0.020%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#155

of 416 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 100% None 0%

Financial Services · as of Jun 30, 2026

Zurich Insurance Group Ltd/FI holds $62,286,636 across 6 Financial Data & Stock Exchanges names. MORN ranks #6 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	56,185	$21,647,904
2	CME	Cme Group Inc.	64,305	$14,200,473
3	MCO	Moodys Corp /De/	29,421	$13,325,359
4	MSCI	MSCI Inc.	11,465	$6,420,858
5	NDAQ	Nasdaq, Inc.	70,057	$5,521,892
6	MORN	Morningstar, Inc. This page	7,500	$1,170,150

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,170,150	7,500	—	Shares	Defined	2026-08-14
No filing history on record for this holder in this stock.