Zurich Insurance Group’s Otis Worldwide OTIS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.65M	Hold	21,400	–	–	0.01%	294
2025 Q4	$1.87M	Hold	21,400	–	–	0.01%	250
2025 Q3	$1.96M	Buy	+21,400	New	+$1.94M	0.01%	206
2025 Q1	–	Sell	-18,200	Closed	-$1.69M	–	285
2024 Q4	$1.69M	Hold	18,200	–	–	0.01%	190
2024 Q3	$1.89M	Hold	18,200	–	–	0.02%	165
2024 Q2	$1.75M	Hold	18,200	–	–	0.02%	177
2024 Q1	$1.81M	Buy	+18,200	New	+$1.68M	0.02%	185
2023 Q3	–	Sell	-16,100	Closed	-$1.43M	–	278
2023 Q2	$1.43M	Hold	16,100	–	–	0.01%	179
2023 Q1	$1.36M	Hold	16,100	–	–	0.02%	187
2022 Q4	$1.26M	Hold	16,100	–	–	0.02%	169
2022 Q3	$1.03M	Hold	16,100	–	–	0.02%	180
2022 Q2	$1.14M	Buy	+16,100	New	+$1.19M	0.02%	186
2021 Q3	–	Sell	-17,800	Closed	-$1.46M	–	232
2021 Q2	$1.46M	Sell	17,800 -47,117	-73%	-$3.63M	0.02%	168
2021 Q1	$4.44M	Sell	64,917 -644,484	-91%	-$42.1M	0.06%	80
2020 Q4	$47.9M	Buy	709,401 +67,449	+11%	+$4.38M	0.71%	46
2020 Q3	$40.1M	Buy	641,952 +191,633	+43%	+$11.7M	0.69%	41
2020 Q2	$25.6M	Buy	+450,319	New	+$23.3M	0.43%	51

Other funds holding OTIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Zurich Insurance Group's OTIS Position: Q1 2026 in Review

Zurich Insurance Group held its Otis Worldwide (OTIS) position steady in Q1 2026 at 21,400 shares worth $1.65M. The position accounts for 0.01% of the portfolio, ranked #294.

Zurich Insurance Group first reported a position in OTIS in Q2 2020 and has held it in 17 quarters since. The position peaked at $47.9M in Q4 2020. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Zurich Insurance Group held 21,400 shares of Otis Worldwide worth $1.65M as of Q1 2026.
Zurich Insurance Group left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up 0.01% of Zurich Insurance Group's portfolio in Q1 2026, its #294 holding.
Zurich Insurance Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 17 quarters since.
Zurich Insurance Group's Otis Worldwide position peaked at $47.9M in Q4 2020.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Zurich Insurance Group's 13F filing for Q1 2026, filed 15 May 2026.