Zurich Insurance Group’s Applied Industrial Technologies AIT Stock Holding History

Zurich Insurance Group’s Portfolio AIT Stock Details AIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-313,316	Closed	-$70.6M	–	256
2025 Q1	$70.6M	Sell	313,316 -66,144	-17%	-$16.3M	0.57%	54
2024 Q4	$90.9M	Buy	379,460 +2,374	+0.6%	+$592K	0.74%	32
2024 Q3	$84.1M	Buy	+377,086	New	+$76.9M	0.71%	40
2016 Q3	–	Sell	-29,400	Closed	-$1.33M	–	392
2016 Q2	$1.33M	Hold	29,400	–	–	0.05%	302
2016 Q1	$1.28M	Hold	29,400	–	–	0.05%	305
2015 Q4	$1.19M	Hold	29,400	–	–	0.04%	269
2015 Q3	$1.12M	Buy	+29,400	New	+$1.16M	0.04%	207

Other funds holding AIT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Zurich Insurance Group's AIT Position: Q2 2025 in Review

Zurich Insurance Group sold out of Applied Industrial Technologies (AIT) in Q2 2025, closing a stake of 313,316 shares — an estimated $70.6M sold.

Zurich Insurance Group first reported a position in AIT in Q3 2015 and held it in 7 quarters. The position peaked at $90.9M in Q4 2024. 540 funds tracked by Wall St. Rank hold AIT as of Q2 2025.

Zurich Insurance Group reported no remaining Applied Industrial Technologies position as of Q2 2025 after selling out during the quarter.
Zurich Insurance Group sold 313,316 Applied Industrial Technologies shares in Q2 2025, an estimated $70.6M.
Zurich Insurance Group first reported a position in Applied Industrial Technologies in Q3 2015 and held it in 7 quarters.
Zurich Insurance Group's Applied Industrial Technologies position peaked at $90.9M in Q4 2024.
540 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2025.

Based on Zurich Insurance Group's 13F filing for Q2 2025, filed 14 Aug 2025.