Swiss Re’s Carrier Global CARR Stock Holding History

Swiss Re’s Portfolio CARR Stock Details CARR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$214K	Buy	2,915 +2,499	+601%	+$163K	0.02%	112
2026 Q1	$23.4K	Hold	416	–	–	0.14%	108
2025 Q4	$22K	Buy	+416	New	+$23.1K	﹤0.01%	113

Other funds holding CARR

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Swiss Re's CARR Position: Q2 2026 in Review

Swiss Re increased its Carrier Global (CARR) stake by 601% in Q2 2026, buying an estimated $163K and bringing the position to 2,915 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #112.

Swiss Re first reported a position in CARR in Q4 2025 and has held it in 3 quarters since. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Swiss Re held 2,915 shares of Carrier Global worth $214K as of Q2 2026.
Swiss Re bought 2,499 Carrier Global shares in Q2 2026, an estimated $163K.
Carrier Global made up 0.02% of Swiss Re's portfolio in Q2 2026, its #112 holding.
Swiss Re first reported a position in Carrier Global in Q4 2025 and has held it in 3 quarters since.
1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Swiss Re's 13F filing for Q2 2026, filed 11 Aug 2026.