Zurich Insurance Group Ltd/FI

Insurance

Position in MS — Morgan Stanley

CIK 1127799 Zurich, V8

Position in MS

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

Position Value

$121,060,708

+$71,710,773 QoQ

Shares Held

579,127

+93.1% QoQ

Ownership

0.037%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#158

of 2,718 holders

Holding Since

Mar 2021

11 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Financial Services · as of Jun 30, 2026

Zurich Insurance Group Ltd/FI holds $244,595,509 across 7 Capital Markets names. MS ranks #1 (49.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	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.	148,474	$12,923,176
6	EVR	Evercore Inc.	35,515	$12,126,241
7	FUTU	Futu Holdings Ltd	41,402	$3,881,023

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$121,060,708	579,127	+93.1%	Shares	Defined	2026-08-14
2026-03-31	$49,349,935	299,872	-61.9%	Shares	Defined	2026-05-15
2025-12-31	$139,634,268	786,539	+74.3%	Shares	Defined	2026-02-17
2024-06-30	$43,850,184	451,180	+157.3%	Shares	Defined	2024-08-14
2023-09-30	$14,322,549	175,371	-54.0%	Shares	Defined	2023-11-14
2023-06-30	$32,528,433	380,895	-8.7%	Shares	Defined	2023-08-14
2023-03-31	$36,645,964	417,380	-47.2%	Shares	Defined	2023-05-15
2021-12-31	$77,614,719	790,696	-30.3%	Shares	Defined	2022-02-14
2021-09-30	$110,354,210	1,134,048	-13.4%	Shares	Defined	2021-11-15
2021-06-30	$120,116,283	1,310,026	-6.0%	Shares	Defined	2021-08-16
2021-03-31	$108,263,087	1,394,065	—	Shares	Defined	2021-05-17
No filing history on record for this holder in this stock.