ZIG
LM

Zurich Insurance Group’s Legg Mason, Inc. LM Stock Holding History

Zurich Insurance Group’s Portfolio LM Stock Details LM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-48,200
Closed -$1.23M – 497
2018
Q4 		$1.23M Hold
48,200
– – 0.03% 282
2018
Q3 		$1.5M Buy
48,200
+21,700
+82% +$702K 0.03% 318
2018
Q2 		$920K Hold
26,500
– – 0.02% 408
2018
Q1 		$1.08M Hold
26,500
– – 0.02% 430
2017
Q4 		$1.11M Hold
26,500
– – 0.03% 487
2017
Q3 		$1.04M Buy
+26,500
New +$1.02M 0.03% 525
2017
Q2 		– Sell
-26,100
Closed -$942K – 590
2017
Q1 		$942K Hold
26,100
– – 0.03% 461
2016
Q4 		$781K Buy
+26,100
New +$820K 0.02% 432

Other funds holding LM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Zurich Insurance Group's LM Position: Q1 2019 in Review

Zurich Insurance Group sold out of Legg Mason, Inc. (LM) in Q1 2019, closing a stake of 48,200 shares — an estimated $1.23M sold.

Zurich Insurance Group first reported a position in LM in Q4 2016 and held it in 8 quarters. The position peaked at $1.5M in Q3 2018. 322 funds tracked by Wall St. Rank hold LM as of Q1 2019.

  • Zurich Insurance Group reported no remaining Legg Mason, Inc. position as of Q1 2019 after selling out during the quarter.
  • Zurich Insurance Group sold 48,200 Legg Mason, Inc. shares in Q1 2019, an estimated $1.23M.
  • Zurich Insurance Group first reported a position in Legg Mason, Inc. in Q4 2016 and held it in 8 quarters.
  • Zurich Insurance Group's Legg Mason, Inc. position peaked at $1.5M in Q3 2018.
  • 322 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2019.

Based on Zurich Insurance Group's 13F filing for Q1 2019, filed 15 May 2019.