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 Q2	$986M	Buy	1,312,957 +1,312,912	+2,917,582%	+$956M	89.71%	1
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 $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Swiss Re's IVV Position: Q2 2026 in Review

Swiss Re increased its iShares Core S&P 500 ETF (IVV) stake by 2,917,582% in Q2 2026, buying an estimated $956M and bringing the position to 1,312,957 shares worth $986M. The position accounts for 89.71% of the portfolio, ranked #1.

Swiss Re first reported a position in IVV in Q3 2016 and has held it in 18 quarters since. The position peaked at $1.52B in Q4 2025. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Swiss Re held 1,312,957 shares of iShares Core S&P 500 ETF worth $986M as of Q2 2026.
Swiss Re bought 1,312,912 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $956M.
iShares Core S&P 500 ETF made up 89.71% of Swiss Re's portfolio in Q2 2026, its #1 holding.
Swiss Re first reported a position in iShares Core S&P 500 ETF in Q3 2016 and has held it in 18 quarters since.
Swiss Re's iShares Core S&P 500 ETF position peaked at $1.52B in Q4 2025.
4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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