Zurich Insurance Group’s Exelon EXC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-371,783	Closed	-$18.2M	–	343
2026 Q1	$18.2M	Buy	+371,783	New	+$17.3M	0.14%	171
2025 Q2	–	Sell	-1,037,096	Closed	-$47.8M	–	270
2025 Q1	$47.8M	Buy	+1,037,096	New	+$43.4M	0.39%	76
2020 Q4	–	Sell	-79,774	Closed	-$2.04M	–	212
2020 Q3	$2.04M	Hold	79,774	–	–	0.04%	99
2020 Q2	$2.06M	Buy	+79,774	New	+$2.12M	0.04%	102
2019 Q4	–	Sell	-479,868	Closed	-$16.5M	–	321
2019 Q3	$16.5M	Buy	479,868 +15,856	+3%	+$532K	0.31%	77
2019 Q2	$15.9M	Buy	464,012 +135,167	+41%	+$4.77M	0.31%	75
2019 Q1	$11.8M	Buy	328,845 +88,604	+37%	+$3.02M	0.25%	121
2018 Q4	$7.73M	Sell	240,241 -166,085	-41%	-$5.31M	0.19%	153
2018 Q3	$12.7M	Sell	406,326 -33,575	-8%	-$1.03M	0.27%	112
2018 Q2	$13.4M	Sell	439,901 -32,619	-7%	-$934K	0.3%	86
2018 Q1	$13.1M	Buy	472,520 +174,023	+58%	+$4.7M	0.3%	85
2017 Q4	$8.39M	Buy	298,497 +73,689	+33%	+$2.12M	0.2%	118
2017 Q3	$6.04M	Buy	224,808 +75,773	+51%	+$2.03M	0.17%	151
2017 Q2	$3.83M	Sell	149,035 -62,033	-29%	-$1.58M	0.11%	233
2017 Q1	$5.42M	Sell	211,068 -8,764	-4%	-$223K	0.16%	159
2016 Q4	$5.57M	Sell	219,832 -8,160	-4%	-$193K	0.18%	145
2016 Q3	$5.41M	Sell	227,992 -129	-0.1%	-$3.24K	0.18%	151
2016 Q2	$5.92M	Buy	228,121 +170,821	+298%	+$4.23M	0.21%	130
2016 Q1	$1.47M	Buy	+57,300	New	+$1.28M	0.05%	294

Other funds holding EXC

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

Zurich Insurance Group sold out of Exelon (EXC) in Q2 2026, closing a stake of 371,783 shares — an estimated $18.2M sold.

Zurich Insurance Group first reported a position in EXC in Q1 2016 and held it in 19 quarters. The position peaked at $47.8M in Q1 2025. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Zurich Insurance Group reported no remaining Exelon position as of Q2 2026 after selling out during the quarter.
Zurich Insurance Group sold 371,783 Exelon shares in Q2 2026, an estimated $18.2M.
Zurich Insurance Group first reported a position in Exelon in Q1 2016 and held it in 19 quarters.
Zurich Insurance Group's Exelon position peaked at $47.8M in Q1 2025.
1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

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