Swiss Re
CVS icon

Swiss Re’s CVS Health CVS Stock Holding History

Swiss Re’s Portfolio CVS Stock Details CVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$308K Buy
3,597
+1,410
+64% +$138K 0.16% 129
2026
Q2 		$226K Buy
2,187
+1,860
+569% +$166K 0.02% 103
2026
Q1 		$23.5K Hold
327
– – 0.14% 106
2025
Q4 		$26K Buy
+327
New +$25.8K ﹤0.01% 93

Other funds holding CVS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Swiss Re's CVS Position: Q3 2026 in Review

Swiss Re increased its CVS Health (CVS) stake by 64% in Q3 2026, buying an estimated $138K and bringing the position to 3,597 shares worth $308K. The position accounts for 0.16% of the portfolio, ranked #129.

Swiss Re first reported a position in CVS in Q4 2025 and has held it in 4 quarters since. 1,321 funds tracked by Wall St. Rank hold CVS as of Q3 2026.

  • Swiss Re held 3,597 shares of CVS Health worth $308K as of Q3 2026.
  • Swiss Re bought 1,410 CVS Health shares in Q3 2026, an estimated $138K.
  • CVS Health made up 0.16% of Swiss Re's portfolio in Q3 2026, its #129 holding.
  • Swiss Re first reported a position in CVS Health in Q4 2025 and has held it in 4 quarters since.
  • 1,321 funds tracked by Wall St. Rank held CVS Health as of Q3 2026.

Based on Swiss Re's 13F filing for Q3 2026, filed 6 Nov 2026.