Swiss Re’s Otis Worldwide OTIS Stock Holding History

Swiss Re’s Portfolio OTIS Stock Details OTIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.02K	Hold	104	–	–	0.05%	234
2025 Q4	$9.08K	Buy	+104	New	+$9.3K	﹤0.01%	233

Other funds holding OTIS

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Swiss Re's OTIS Position: Q1 2026 in Review

Swiss Re held its Otis Worldwide (OTIS) position steady in Q1 2026 at 104 shares worth $8.02K. The position accounts for 0.05% of the portfolio, ranked #234.

Swiss Re first reported a position in OTIS in Q4 2025 and has held it in 2 quarters since. The position peaked at $9.08K in Q4 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Swiss Re held 104 shares of Otis Worldwide worth $8.02K as of Q1 2026.
Swiss Re left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up 0.05% of Swiss Re's portfolio in Q1 2026, its #234 holding.
Swiss Re first reported a position in Otis Worldwide in Q4 2025 and has held it in 2 quarters since.
Swiss Re's Otis Worldwide position peaked at $9.08K in Q4 2025.
1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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