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 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 $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

Zurich Insurance Group reduced its Brookfield (BN) stake by 6.1% in Q1 2026, selling an estimated $1.52M and leaving 527,011 shares worth $21.3M. The position accounts for 0.17% of the portfolio, ranked #152.

Zurich Insurance Group first reported a position in BN in Q3 2018 and has held it in 10 quarters since. The position peaked at $68.4M in Q1 2025. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

Zurich Insurance Group held 527,011 shares of Brookfield worth $21.3M as of Q1 2026.
Zurich Insurance Group sold 34,209 Brookfield shares in Q1 2026, an estimated $1.52M.
Brookfield made up 0.17% of Zurich Insurance Group's portfolio in Q1 2026, its #152 holding.
Zurich Insurance Group first reported a position in Brookfield in Q3 2018 and has held it in 10 quarters since.
Zurich Insurance Group's Brookfield position peaked at $68.4M in Q1 2025.
914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

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