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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Zurich Insurance Group reduced its Pultegroup (PHM) stake by 8.4% in Q1 2026, selling an estimated $1.56M and leaving 132,727 shares worth $15.6M. The position accounts for 0.12% of the portfolio, ranked #190.

Zurich Insurance Group first reported a position in PHM in Q3 2016 and has held it in 14 quarters since. The position peaked at $17.4M in Q1 2019. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

Zurich Insurance Group held 132,727 shares of Pultegroup worth $15.6M as of Q1 2026.
Zurich Insurance Group sold 12,164 Pultegroup shares in Q1 2026, an estimated $1.56M.
Pultegroup made up 0.12% of Zurich Insurance Group's portfolio in Q1 2026, its #190 holding.
Zurich Insurance Group first reported a position in Pultegroup in Q3 2016 and has held it in 14 quarters since.
Zurich Insurance Group's Pultegroup position peaked at $17.4M in Q1 2019.
1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

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