Swiss Re’s iShares Core S&P 500 ETF IVV Stock Holding History

Swiss Re’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$29.4K	Sell	45 -2,222,386	-100%	-$1.52B	0.18%	74
2025 Q4	$1.52B	Buy	+2,222,431	New	+$1.51B	99.26%	1
2020 Q2	–	Sell	-840,100	Closed	-$217M	–	3
2020 Q1	$217M	Hold	840,100	–	–	37.92%	2
2019 Q4	$272M	Hold	840,100	–	–	38.07%	2
2019 Q3	$251M	Sell	840,100 -149,100	-15%	-$44.3M	36.75%	2
2019 Q2	$292M	Hold	989,200	–	–	38.61%	2
2019 Q1	$281M	Hold	989,200	–	–	29.39%	2
2018 Q4	$249M	Hold	989,200	–	–	25.27%	2
2018 Q3	$290M	Hold	989,200	–	–	44.85%	2
2018 Q2	$270M	Hold	989,200	–	–	29.98%	2
2018 Q1	$263M	Sell	989,200 -360,000	-27%	-$99M	27.6%	1
2017 Q4	$363M	Sell	1,349,200 -292,100	-18%	-$76.5M	32.79%	1
2017 Q3	$415M	Hold	1,641,300	–	–	34.74%	1
2017 Q2	$400M	Buy	1,641,300 +104,300	+7%	+$25.2M	34.54%	1
2017 Q1	$365M	Buy	1,537,000 +263,000	+21%	+$61.5M	41.87%	1
2016 Q4	$287M	Buy	1,274,000 +681,000	+115%	+$150M	41.43%	1
2016 Q3	$129M	Buy	+593,000	New	+$129M	12.64%	3

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Swiss Re's IVV Position: Q1 2026 in Review

Swiss Re reduced its iShares Core S&P 500 ETF (IVV) stake by 100% in Q1 2026, selling an estimated $1.52B and leaving 45 shares worth $29.4K. The position accounts for 0.18% of the portfolio, ranked #74.

Swiss Re first reported a position in IVV in Q3 2016 and has held it in 17 quarters since. The position peaked at $1.52B in Q4 2025. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Swiss Re held 45 shares of iShares Core S&P 500 ETF worth $29.4K as of Q1 2026.
Swiss Re sold 2,222,386 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.52B.
iShares Core S&P 500 ETF made up 0.18% of Swiss Re's portfolio in Q1 2026, its #74 holding.
Swiss Re first reported a position in iShares Core S&P 500 ETF in Q3 2016 and has held it in 17 quarters since.
Swiss Re's iShares Core S&P 500 ETF position peaked at $1.52B in Q4 2025.
3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Swiss Re's 13F filing for Q1 2026, filed 12 May 2026.