Swiss Life Asset Management’s Clearwater Analytics CWAN Stock Holding History

Swiss Life Asset Management’s Portfolio CWAN Stock Details CWAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-17,598	Closed	-$416K	–	1663
2026 Q1	$416K	Buy	17,598 +4,455	+34%	+$105K	﹤0.01%	951
2025 Q4	$317K	Buy	13,143 +1,450	+12%	+$29K	﹤0.01%	994
2025 Q3	$211K	Buy	+11,693	New	+$237K	﹤0.01%	1094

Other funds holding CWAN

GPGA

Grandeur Peak Global Advisors Salt Lake City, Utah $432M AUM 37.48% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Swiss Life Asset Management's CWAN Position: Q2 2026 in Review

Swiss Life Asset Management sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 17,598 shares — an estimated $416K sold.

Swiss Life Asset Management first reported a position in CWAN in Q3 2025 and held it in 3 quarters. The position peaked at $416K in Q1 2026. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

Swiss Life Asset Management reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
Swiss Life Asset Management sold 17,598 Clearwater Analytics shares in Q2 2026, an estimated $416K.
Swiss Life Asset Management first reported a position in Clearwater Analytics in Q3 2025 and held it in 3 quarters.
Swiss Life Asset Management's Clearwater Analytics position peaked at $416K in Q1 2026.
4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.