Zurich Insurance Group’s Martin Marietta Materials MLM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-35,853	Closed	-$14.7M	–	259
2023 Q3	$14.7M	Sell	35,853 -122,824	-77%	-$54.3M	0.16%	114
2023 Q2	$73.3M	Buy	+158,677	New	+$62.6M	0.76%	48
2019 Q4	–	Sell	-13,105	Closed	-$3.59M	–	388
2019 Q3	$3.59M	Sell	13,105 -15,022	-53%	-$3.71M	0.07%	290
2019 Q2	$6.47M	Sell	28,127 -53,755	-66%	-$11.6M	0.13%	206
2019 Q1	$16.5M	Buy	81,882 +21,934	+37%	+$4.09M	0.35%	76
2018 Q4	$10.3M	Buy	+59,948	New	+$10.6M	0.25%	127
2017 Q4	–	Sell	-6,836	Closed	-$1.41M	–	608
2017 Q3	$1.41M	Sell	6,836 -4,507	-40%	-$953K	0.04%	455
2017 Q2	$2.52M	Buy	11,343 +2,343	+26%	+$530K	0.07%	324
2017 Q1	$1.96M	Sell	9,000 -3,684	-29%	-$813K	0.06%	352
2016 Q4	$2.81M	Buy	12,684 +2,173	+21%	+$447K	0.09%	276
2016 Q3	$1.88M	Buy	+10,511	New	+$2.01M	0.06%	307

Other funds holding MLM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Zurich Insurance Group's MLM Position: Q4 2023 in Review

Zurich Insurance Group sold out of Martin Marietta Materials (MLM) in Q4 2023, closing a stake of 35,853 shares — an estimated $14.7M sold.

Zurich Insurance Group first reported a position in MLM in Q3 2016 and held it in 11 quarters. The position peaked at $73.3M in Q2 2023. 887 funds tracked by Wall St. Rank hold MLM as of Q4 2023.

Zurich Insurance Group reported no remaining Martin Marietta Materials position as of Q4 2023 after selling out during the quarter.
Zurich Insurance Group sold 35,853 Martin Marietta Materials shares in Q4 2023, an estimated $14.7M.
Zurich Insurance Group first reported a position in Martin Marietta Materials in Q3 2016 and held it in 11 quarters.
Zurich Insurance Group's Martin Marietta Materials position peaked at $73.3M in Q2 2023.
887 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q4 2023.

Based on Zurich Insurance Group's 13F filing for Q4 2023, filed 14 Feb 2024.