Zurich Insurance Group’s Carrier Global CARR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-786,737	Closed	-$53.7M	–	261
2024 Q4	$53.7M	Sell	786,737 -834,326	-51%	-$62.9M	0.44%	67
2024 Q3	$130M	Buy	+1,621,063	New	+$113M	1.11%	18
2023 Q3	–	Sell	-35,500	Closed	-$1.76M	–	246
2023 Q2	$1.76M	Hold	35,500	–	–	0.02%	158
2023 Q1	$1.62M	Hold	35,500	–	–	0.02%	161
2022 Q4	$1.46M	Hold	35,500	–	–	0.02%	147
2022 Q3	$1.26M	Buy	+35,500	New	+$1.4M	0.02%	157
2021 Q3	–	Sell	-32,200	Closed	-$1.56M	–	222
2021 Q2	$1.56M	Buy	+32,200	New	+$1.44M	0.02%	162

Other funds holding CARR

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Zurich Insurance Group's CARR Position: Q1 2025 in Review

Zurich Insurance Group sold out of Carrier Global (CARR) in Q1 2025, closing a stake of 786,737 shares — an estimated $53.7M sold.

Zurich Insurance Group first reported a position in CARR in Q2 2021 and held it in 7 quarters. The position peaked at $130M in Q3 2024. 1,525 funds tracked by Wall St. Rank hold CARR as of Q1 2025.

Zurich Insurance Group reported no remaining Carrier Global position as of Q1 2025 after selling out during the quarter.
Zurich Insurance Group sold 786,737 Carrier Global shares in Q1 2025, an estimated $53.7M.
Zurich Insurance Group first reported a position in Carrier Global in Q2 2021 and held it in 7 quarters.
Zurich Insurance Group's Carrier Global position peaked at $130M in Q3 2024.
1,525 funds tracked by Wall St. Rank held Carrier Global as of Q1 2025.

Based on Zurich Insurance Group's 13F filing for Q1 2025, filed 15 May 2025.