Zurich Insurance Group’s Brookfield BN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22M	Sell	517,032 -9,979	-2%	-$446K	0.15%	149
2026 Q1	$21.3M	Sell	527,011 -34,209	-6%	-$1.52M	0.17%	152
2025 Q4	$25.8M	Buy	561,220 +2,614	+0.5%	+$119K	0.18%	132
2025 Q3	$25.5M	Sell	558,606 -934,827	-63%	-$41.4M	0.18%	110
2025 Q2	$61.5M	Sell	1,493,433 -466,022	-24%	-$17.3M	0.48%	60
2025 Q1	$68.4M	Buy	1,959,455 +584,408	+43%	+$22.1M	0.55%	58
2024 Q4	$52.6M	Buy	1,375,047 +276,556	+25%	+$10.4M	0.43%	73
2024 Q3	$38.9M	Buy	+1,098,491	New	+$34.7M	0.33%	93
2019 Q2	–	Sell	-178,554	Closed	-$2.97M	–	435
2019 Q1	$2.97M	Buy	178,554 +116,905	+190%	+$1.82M	0.06%	257
2018 Q4	$843K	Sell	61,649 -22,150	-26%	-$331K	0.02%	322
2018 Q3	$1.33M	Buy	+83,799	New	+$1.27M	0.03%	331

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Zurich Insurance Group's BN Position: Q2 2026 in Review

Zurich Insurance Group reduced its Brookfield (BN) stake by 1.9% in Q2 2026, selling an estimated $446K and leaving 517,032 shares worth $22M. The position accounts for 0.15% of the portfolio, ranked #149.

Zurich Insurance Group first reported a position in BN in Q3 2018 and has held it in 11 quarters since. The position peaked at $68.4M in Q1 2025. 941 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Zurich Insurance Group held 517,032 shares of Brookfield worth $22M as of Q2 2026.
Zurich Insurance Group sold 9,979 Brookfield shares in Q2 2026, an estimated $446K.
Brookfield made up 0.15% of Zurich Insurance Group's portfolio in Q2 2026, its #149 holding.
Zurich Insurance Group first reported a position in Brookfield in Q3 2018 and has held it in 11 quarters since.
Zurich Insurance Group's Brookfield position peaked at $68.4M in Q1 2025.
941 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Zurich Insurance Group's 13F filing for Q2 2026, filed 14 Aug 2026.