Zurich Insurance Group’s Jefferies Financial Group JEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-424,434	Closed	-$22.7M	–	275
2025 Q1	$22.7M	Sell	424,434 -122,726	-22%	-$8.33M	0.18%	117
2024 Q4	$42.9M	Sell	547,160 -118,536	-18%	-$8.53M	0.35%	84
2024 Q3	$41M	Sell	665,696 -538,480	-45%	-$30.5M	0.35%	87
2024 Q2	$59.9M	Buy	1,204,176 +145,382	+14%	+$6.53M	0.52%	60
2024 Q1	$46.7M	Buy	1,058,794 +45,348	+4%	+$1.89M	0.43%	78
2023 Q4	$41M	Buy	1,013,446 +555,001	+121%	+$19.6M	0.42%	82
2023 Q3	$16.8M	Buy	+458,445	New	+$16.4M	0.18%	110

Other funds holding JEF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Zurich Insurance Group's JEF Position: Q2 2025 in Review

Zurich Insurance Group sold out of Jefferies Financial Group (JEF) in Q2 2025, closing a stake of 424,434 shares — an estimated $22.7M sold.

Zurich Insurance Group first reported a position in JEF in Q3 2023 and held it in 7 quarters. The position peaked at $59.9M in Q2 2024. 555 funds tracked by Wall St. Rank hold JEF as of Q2 2025.

Zurich Insurance Group reported no remaining Jefferies Financial Group position as of Q2 2025 after selling out during the quarter.
Zurich Insurance Group sold 424,434 Jefferies Financial Group shares in Q2 2025, an estimated $22.7M.
Zurich Insurance Group first reported a position in Jefferies Financial Group in Q3 2023 and held it in 7 quarters.
Zurich Insurance Group's Jefferies Financial Group position peaked at $59.9M in Q2 2024.
555 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2025.

Based on Zurich Insurance Group's 13F filing for Q2 2025, filed 14 Aug 2025.