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Zurich Insurance Group’s Morningstar MORN Stock Holding History

Zurich Insurance Group’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.17M Buy
+7,500
New +$1.3M 0.01% 312

Other funds holding MORN

BAMCO Inc
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Zurich Insurance Group opened a new position in Morningstar (MORN) in Q2 2026: 7,500 shares worth $1.17M. The stake represents 0.01% of the portfolio and ranks #312 among its holdings.

416 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Zurich Insurance Group held 7,500 shares of Morningstar worth $1.17M as of Q2 2026.
  • Morningstar was a new Zurich Insurance Group position in Q2 2026.
  • Morningstar made up 0.01% of Zurich Insurance Group's portfolio in Q2 2026, its #312 holding.
  • 416 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

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