Swiss Re’s Ferguson FERG Stock Holding History

Swiss Re’s Portfolio FERG Stock Details FERG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$200K	Buy	900 +352	+64%	+$81.5K	0.11%	193
2026 Q2	$130K	Buy	548 +457	+502%	+$110K	0.01%	190
2026 Q1	$21.2K	Hold	91	–	–	0.13%	120
2025 Q4	$20.3K	Buy	+91	New	+$21.7K	﹤0.01%	124

Other funds holding FERG

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Swiss Re's FERG Position: Q3 2026 in Review

Swiss Re increased its Ferguson (FERG) stake by 64% in Q3 2026, buying an estimated $81.5K and bringing the position to 900 shares worth $200K. The position accounts for 0.11% of the portfolio, ranked #193.

Swiss Re first reported a position in FERG in Q4 2025 and has held it in 4 quarters since. 791 funds tracked by Wall St. Rank hold FERG as of Q3 2026.

Swiss Re held 900 shares of Ferguson worth $200K as of Q3 2026.
Swiss Re bought 352 Ferguson shares in Q3 2026, an estimated $81.5K.
Ferguson made up 0.11% of Swiss Re's portfolio in Q3 2026, its #193 holding.
Swiss Re first reported a position in Ferguson in Q4 2025 and has held it in 4 quarters since.
791 funds tracked by Wall St. Rank held Ferguson as of Q3 2026.

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