ZIG
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Zurich Insurance Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Zurich Insurance Group’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,748
Closed -$744K – 251
2024
Q3 		$744K Hold
7,748
– – 0.01% 210
2024
Q2 		$682K Sell
7,748
-135,421
-95% -$11.8M 0.01% 225
2024
Q1 		$12.6M Hold
143,169
– – 0.12% 117
2023
Q4 		$12M Buy
143,169
+1,639
+1% +$127K 0.12% 121
2023
Q3 		$10.6M Hold
141,530
– – 0.11% 121
2023
Q2 		$11.6M Buy
141,530
+30,501
+27% +$2.3M 0.12% 105
2023
Q1 		$8.1M Hold
111,029
– – 0.1% 112
2022
Q4 		$6.59M Sell
111,029
-9,625
-8% -$624K 0.09% 99
2022
Q3 		$7.17M Sell
120,654
-52,530
-30% -$3.53M 0.11% 96
2022
Q2 		$11M Buy
173,184
+47,470
+38% +$3.26M 0.16% 105
2022
Q1 		$9.39M Sell
125,714
-2,927
-2% -$216K 0.12% 89
2021
Q4 		$9.81M Sell
128,641
-3,878
-3% -$294K 0.11% 78
2021
Q3 		$9.57M Sell
132,519
-2,997
-2% -$226K 0.11% 85
2021
Q2 		$9.79M Buy
135,516
+2,060
+2% +$150K 0.12% 87
2021
Q1 		$9.64M Buy
133,456
+540
+0.4% +$35.6K 0.14% 72
2020
Q4 		$8.5M Buy
132,916
+14,338
+12% +$845K 0.13% 76
2020
Q3 		$6.47M Sell
118,578
-6,385
-5% -$349K 0.11% 70
2020
Q2 		$5.51M Buy
124,963
+22,915
+22% +$1.14M 0.09% 74
2020
Q1 		$4.5M Buy
102,048
+11,710
+13% +$602K 0.1% 81
2019
Q4 		$4.97M Buy
90,338
+86,338
+2,158% +$4.57M 0.09% 112
2019
Q3 		$201K Buy
+4,000
New +$196K ﹤0.01% 481

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Zurich Insurance Group's MOAT Position: Q4 2024 in Review

Zurich Insurance Group sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2024, closing a stake of 7,748 shares — an estimated $744K sold.

Zurich Insurance Group first reported a position in MOAT in Q3 2019 and held it in 21 quarters. The position peaked at $12.6M in Q1 2024. 715 funds tracked by Wall St. Rank hold MOAT as of Q4 2024.

  • Zurich Insurance Group reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2024 after selling out during the quarter.
  • Zurich Insurance Group sold 7,748 VanEck Morningstar Wide Moat ETF shares in Q4 2024, an estimated $744K.
  • Zurich Insurance Group first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2019 and held it in 21 quarters.
  • Zurich Insurance Group's VanEck Morningstar Wide Moat ETF position peaked at $12.6M in Q1 2024.
  • 715 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2024.

Based on Zurich Insurance Group's 13F filing for Q4 2024, filed 14 Feb 2025.