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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital World Investors

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

Geode Capital Management

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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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