Zurich Insurance Group’s Pultegroup PHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-132,727	Closed	-$15.6M	–	376
2026 Q1	$15.6M	Sell	132,727 -12,164	-8%	-$1.56M	0.12%	190
2025 Q4	$17M	Buy	+144,891	New	+$17.8M	0.12%	155
2023 Q1	–	Sell	-26,700	Closed	-$1.22M	–	267
2022 Q4	$1.22M	Hold	26,700	–	–	0.02%	172
2022 Q3	$1M	Buy	+26,700	New	+$1.12M	0.02%	186
2021 Q4	–	Sell	-33,500	Closed	-$1.54M	–	220
2021 Q3	$1.54M	Hold	33,500	–	–	0.02%	157
2021 Q2	$1.83M	Hold	33,500	–	–	0.02%	141
2021 Q1	$1.76M	Hold	33,500	–	–	0.03%	132
2020 Q4	$1.45M	Buy	+33,500	New	+$1.48M	0.02%	142
2019 Q4	–	Sell	-45,851	Closed	-$1.68M	–	424
2019 Q3	$1.68M	Sell	45,851 -203,528	-82%	-$6.77M	0.03%	401
2019 Q2	$7.88M	Sell	249,379 -371,810	-60%	-$11.6M	0.16%	184
2019 Q1	$17.4M	Buy	621,189 +238,012	+62%	+$6.49M	0.37%	72
2018 Q4	$9.96M	Buy	+383,177	New	+$9.48M	0.24%	134
2017 Q3	–	Sell	-43,087	Closed	-$1.06M	–	625
2017 Q2	$1.06M	Buy	+43,087	New	+$1.01M	0.03%	494
2016 Q4	–	Sell	-63,599	Closed	-$1.27M	–	484
2016 Q3	$1.27M	Buy	+63,599	New	+$1.32M	0.04%	345

Other funds holding PHM

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Zurich Insurance Group sold out of Pultegroup (PHM) in Q2 2026, closing a stake of 132,727 shares — an estimated $15.6M sold.

Zurich Insurance Group first reported a position in PHM in Q3 2016 and held it in 14 quarters. The position peaked at $17.4M in Q1 2019. 1,044 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Zurich Insurance Group reported no remaining Pultegroup position as of Q2 2026 after selling out during the quarter.
Zurich Insurance Group sold 132,727 Pultegroup shares in Q2 2026, an estimated $15.6M.
Zurich Insurance Group first reported a position in Pultegroup in Q3 2016 and held it in 14 quarters.
Zurich Insurance Group's Pultegroup position peaked at $17.4M in Q1 2019.
1,044 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

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