Zurich Insurance Group’s iShares MBS ETF MBB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$31.9M	Hold	338,060	–	–	0.22%	117
2026 Q1	$32.1M	Hold	338,060	–	–	0.25%	108
2025 Q4	$32.2M	Hold	338,060	–	–	0.22%	117
2025 Q3	$32.2M	Hold	338,060	–	–	0.23%	101
2025 Q2	$31.7M	Hold	338,060	–	–	0.25%	92
2025 Q1	$31.7M	Hold	338,060	–	–	0.26%	103
2024 Q4	$31M	Hold	338,060	–	–	0.25%	104
2024 Q3	$32.4M	Hold	338,060	–	–	0.27%	105
2024 Q2	$31M	Hold	338,060	–	–	0.27%	92
2024 Q1	$31.2M	Hold	338,060	–	–	0.29%	95
2023 Q4	$31.8M	Hold	338,060	–	–	0.32%	96
2023 Q3	$30M	Hold	338,060	–	–	0.32%	88
2023 Q2	$31.5M	Hold	338,060	–	–	0.33%	89
2023 Q1	$32M	Hold	338,060	–	–	0.4%	84
2022 Q4	$31.3M	Hold	338,060	–	–	0.45%	79
2022 Q3	$31M	Hold	338,060	–	–	0.48%	72
2022 Q2	$33M	Hold	338,060	–	–	0.49%	76
2022 Q1	$34.4M	Hold	338,060	–	–	0.43%	69
2021 Q4	$36.3M	Buy	338,060 +130,853	+63%	+$14.1M	0.41%	61
2021 Q3	$22.4M	Buy	207,207 +36,829	+22%	+$3.99M	0.27%	72
2021 Q2	$18.4M	Buy	+170,378	New	+$18.5M	0.23%	72

Other funds holding MBB

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Zurich Insurance Group held its iShares MBS ETF (MBB) position steady in Q2 2026 at 338,060 shares worth $31.9M. The position accounts for 0.22% of the portfolio, ranked #117.

Zurich Insurance Group first reported a position in MBB in Q2 2021 and has held it in 21 quarters since. The position peaked at $36.3M in Q4 2021. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Zurich Insurance Group held 338,060 shares of iShares MBS ETF worth $31.9M as of Q2 2026.
Zurich Insurance Group left its iShares MBS ETF share count unchanged in Q2 2026.
iShares MBS ETF made up 0.22% of Zurich Insurance Group's portfolio in Q2 2026, its #117 holding.
Zurich Insurance Group first reported a position in iShares MBS ETF in Q2 2021 and has held it in 21 quarters since.
Zurich Insurance Group's iShares MBS ETF position peaked at $36.3M in Q4 2021.
1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

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