Zurich Insurance Group’s A.O. Smith AOS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.14M	Hold	17,300	–	–	0.01%	318
2025 Q4	$1.16M	Hold	17,300	–	–	0.01%	287
2025 Q3	$1.27M	Buy	+17,300	New	+$1.23M	0.01%	254
2025 Q1	–	Sell	-16,000	Closed	-$1.09M	–	257
2024 Q4	$1.09M	Hold	16,000	–	–	0.01%	222
2024 Q3	$1.44M	Hold	16,000	–	–	0.01%	189
2024 Q2	$1.31M	Hold	16,000	–	–	0.01%	199
2024 Q1	$1.43M	Buy	+16,000	New	+$1.32M	0.01%	206
2023 Q3	–	Sell	-18,600	Closed	-$1.35M	–	241
2023 Q2	$1.35M	Hold	18,600	–	–	0.01%	188
2023 Q1	$1.29M	Hold	18,600	–	–	0.02%	195
2022 Q4	$1.06M	Hold	18,600	–	–	0.02%	181
2022 Q3	$904K	Buy	+18,600	New	+$1.07M	0.01%	195

Other funds holding AOS

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

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

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

Zurich Insurance Group's AOS Position: Q1 2026 in Review

Zurich Insurance Group held its A.O. Smith (AOS) position steady in Q1 2026 at 17,300 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #318.

Zurich Insurance Group first reported a position in AOS in Q3 2022 and has held it in 11 quarters since. The position peaked at $1.44M in Q3 2024. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

Zurich Insurance Group held 17,300 shares of A.O. Smith worth $1.14M as of Q1 2026.
Zurich Insurance Group left its A.O. Smith share count unchanged in Q1 2026.
A.O. Smith made up 0.01% of Zurich Insurance Group's portfolio in Q1 2026, its #318 holding.
Zurich Insurance Group first reported a position in A.O. Smith in Q3 2022 and has held it in 11 quarters since.
Zurich Insurance Group's A.O. Smith position peaked at $1.44M in Q3 2024.
630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Zurich Insurance Group's 13F filing for Q1 2026, filed 15 May 2026.