Zurich Insurance Group’s Invesco DB Agriculture Fund DBA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-71,507	Closed	-$1.46M	–	248
2023 Q1	$1.46M	Hold	71,507	–	–	0.02%	175
2022 Q4	$1.44M	Sell	71,507 -19,276	-21%	-$385K	0.02%	151
2022 Q3	$1.82M	Buy	90,783 +10,064	+12%	+$203K	0.03%	126
2022 Q2	$1.65M	Hold	80,719	–	–	0.02%	149
2022 Q1	$1.77M	Sell	80,719 -11,237	-12%	-$236K	0.02%	135
2021 Q4	$1.82M	Hold	91,956	–	–	0.02%	135
2021 Q3	$1.76M	Hold	91,956	–	–	0.02%	138
2021 Q2	$1.71M	Sell	91,956 -12,735	-12%	-$233K	0.02%	146
2021 Q1	$1.77M	Buy	104,691 +18,581	+22%	+$312K	0.03%	130
2020 Q4	$1.39M	Hold	86,110	–	–	0.02%	150
2020 Q3	$1.27M	Hold	86,110	–	–	0.02%	126
2020 Q2	$1.16M	Buy	86,110 +3,651	+4%	+$49.6K	0.02%	140
2020 Q1	$1.16M	Sell	82,459 -15,463	-16%	-$239K	0.02%	127
2019 Q4	$1.62M	Hold	97,922	–	–	0.03%	148
2019 Q3	$1.55M	Buy	97,922 +17,857	+22%	+$281K	0.03%	410
2019 Q2	$1.33M	Sell	80,065 -13,537	-14%	-$222K	0.03%	341
2019 Q1	$1.54M	Hold	93,602	–	–	0.03%	290
2018 Q4	$1.59M	Hold	93,602	–	–	0.04%	261
2018 Q3	$1.58M	Hold	93,602	–	–	0.03%	312
2018 Q2	$1.69M	Sell	93,602 -12,580	-12%	-$236K	0.04%	343
2018 Q1	$2M	Buy	106,182 +12,742	+14%	+$242K	0.05%	375
2017 Q4	$1.75M	Buy	93,440 +15,419	+20%	+$292K	0.04%	437
2017 Q3	$1.48M	Hold	78,021	–	–	0.04%	443
2017 Q2	$1.55M	Hold	78,021	–	–	0.04%	437
2017 Q1	$1.54M	Hold	78,021	–	–	0.04%	384
2016 Q4	$1.56M	Hold	78,021	–	–	0.05%	353
2016 Q3	$1.56M	Hold	78,021	–	–	0.05%	330
2016 Q2	$1.72M	Hold	78,021	–	–	0.06%	278
2016 Q1	$1.61M	Buy	+78,021	New	+$1.58M	0.06%	284

Other funds holding DBA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

PWAC

Private Wealth Advisors (California) Fresno, California $391M AUM 26.98% 1-Year Est. Return

WHAM

Windmill Hill Asset Management Waddesdon, United Kingdom $448M AUM 23.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Zurich Insurance Group's DBA Position: Q2 2023 in Review

Zurich Insurance Group sold out of Invesco DB Agriculture Fund (DBA) in Q2 2023, closing a stake of 71,507 shares — an estimated $1.46M sold.

Zurich Insurance Group first reported a position in DBA in Q1 2016 and held it in 29 quarters. The position peaked at $2M in Q1 2018. 157 funds tracked by Wall St. Rank hold DBA as of Q2 2023.

Zurich Insurance Group reported no remaining Invesco DB Agriculture Fund position as of Q2 2023 after selling out during the quarter.
Zurich Insurance Group sold 71,507 Invesco DB Agriculture Fund shares in Q2 2023, an estimated $1.46M.
Zurich Insurance Group first reported a position in Invesco DB Agriculture Fund in Q1 2016 and held it in 29 quarters.
Zurich Insurance Group's Invesco DB Agriculture Fund position peaked at $2M in Q1 2018.
157 funds tracked by Wall St. Rank held Invesco DB Agriculture Fund as of Q2 2023.

Based on Zurich Insurance Group's 13F filing for Q2 2023, filed 14 Aug 2023.