Zurich Insurance Group’s Polaris PII Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-6,600	Closed	-$380K	–	289
2024 Q4	$380K	Hold	6,600	–	–	﹤0.01%	232
2024 Q3	$549K	Hold	6,600	–	–	﹤0.01%	211
2024 Q2	$517K	Hold	6,600	–	–	﹤0.01%	226
2024 Q1	$661K	Hold	6,600	–	–	0.01%	229
2023 Q4	$625K	Hold	6,600	–	–	0.01%	225
2023 Q3	$687K	Hold	6,600	–	–	0.01%	224
2023 Q2	$798K	Hold	6,600	–	–	0.01%	227
2023 Q1	$730K	Hold	6,600	–	–	0.01%	238
2022 Q4	$667K	Hold	6,600	–	–	0.01%	211
2022 Q3	$631K	Hold	6,600	–	–	0.01%	215
2022 Q2	$655K	Hold	6,600	–	–	0.01%	216
2022 Q1	$695K	Hold	6,600	–	–	0.01%	191
2021 Q4	$725K	Hold	6,600	–	–	0.01%	192
2021 Q3	$790K	Hold	6,600	–	–	0.01%	204
2021 Q2	$904K	Hold	6,600	–	–	0.01%	203
2021 Q1	$881K	Sell	6,600 -5,400	-45%	-$658K	0.01%	181
2020 Q4	$1.14M	Buy	+12,000	New	+$1.15M	0.02%	172
2017 Q2	–	Sell	-9,600	Closed	-$804K	–	577
2017 Q1	$804K	Hold	9,600	–	–	0.02%	479
2016 Q4	$791K	Hold	9,600	–	–	0.03%	431
2016 Q3	$743K	Hold	9,600	–	–	0.02%	382
2016 Q2	$785K	Hold	9,600	–	–	0.03%	346
2016 Q1	$945K	Buy	+9,600	New	+$833K	0.03%	346

Other funds holding PII

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

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

RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Zurich Insurance Group's PII Position: Q1 2025 in Review

Zurich Insurance Group sold out of Polaris (PII) in Q1 2025, closing a stake of 6,600 shares — an estimated $380K sold.

Zurich Insurance Group first reported a position in PII in Q1 2016 and held it in 22 quarters. The position peaked at $1.14M in Q4 2020. 393 funds tracked by Wall St. Rank hold PII as of Q1 2025.

Zurich Insurance Group reported no remaining Polaris position as of Q1 2025 after selling out during the quarter.
Zurich Insurance Group sold 6,600 Polaris shares in Q1 2025, an estimated $380K.
Zurich Insurance Group first reported a position in Polaris in Q1 2016 and held it in 22 quarters.
Zurich Insurance Group's Polaris position peaked at $1.14M in Q4 2020.
393 funds tracked by Wall St. Rank held Polaris as of Q1 2025.

Based on Zurich Insurance Group's 13F filing for Q1 2025, filed 15 May 2025.