Zurich Insurance Group’s M&T Bank MTB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-249,393	Closed	-$44.4M	–	252
2024 Q3	$44.4M	Buy	+249,393	New	+$41.4M	0.38%	80
2018 Q2	–	Sell	-31,038	Closed	-$5.72M	–	514
2018 Q1	$5.72M	Buy	31,038 +5,667	+22%	+$1.06M	0.13%	214
2017 Q4	$4.34M	Buy	25,371 +6,690	+36%	+$1.11M	0.1%	239
2017 Q3	$3.01M	Sell	18,681 -6,247	-25%	-$982K	0.08%	277
2017 Q2	$4.04M	Buy	24,928 +5,310	+27%	+$838K	0.11%	220
2017 Q1	$3.04M	Buy	+19,618	New	+$3.17M	0.09%	269
2016 Q4	–	Sell	-20,550	Closed	-$2.39M	–	481
2016 Q3	$2.39M	Sell	20,550 -10,820	-34%	-$1.26M	0.08%	280
2016 Q2	$3.71M	Buy	31,370 +810	+3%	+$94K	0.13%	191
2016 Q1	$3.39M	Buy	+30,560	New	+$3.32M	0.12%	210

Other funds holding MTB

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

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

Zurich Insurance Group sold out of M&T Bank (MTB) in Q4 2024, closing a stake of 249,393 shares — an estimated $44.4M sold.

Zurich Insurance Group first reported a position in MTB in Q1 2016 and held it in 9 quarters. The position peaked at $44.4M in Q3 2024. 1,045 funds tracked by Wall St. Rank hold MTB as of Q4 2024.

Zurich Insurance Group reported no remaining M&T Bank position as of Q4 2024 after selling out during the quarter.
Zurich Insurance Group sold 249,393 M&T Bank shares in Q4 2024, an estimated $44.4M.
Zurich Insurance Group first reported a position in M&T Bank in Q1 2016 and held it in 9 quarters.
Zurich Insurance Group's M&T Bank position peaked at $44.4M in Q3 2024.
1,045 funds tracked by Wall St. Rank held M&T Bank as of Q4 2024.

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