ZIG
PM icon

Zurich Insurance Group’s Philip Morris PM Stock Holding History

Zurich Insurance Group’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$83.2M Sell
503,063
-224,527
-31% -$39M 0.65% 29
2025
Q4 		$117M Buy
727,590
+419,341
+136% +$65M 0.81% 25
2025
Q3 		$50M Sell
308,249
-353,706
-53% -$59.5M 0.36% 75
2025
Q2 		$121M Sell
661,955
-178,164
-21% -$30.6M 0.93% 30
2025
Q1 		$133M Sell
840,119
-102,229
-11% -$14.5M 1.08% 19
2024
Q4 		$113M Buy
942,348
+18,648
+2% +$2.35M 0.92% 20
2024
Q3 		$112M Buy
+923,700
New +$107M 0.95% 27
2020
Q2 		– Sell
-25,534
Closed -$1.86M – 212
2020
Q1 		$1.86M Sell
25,534
-238,977
-90% -$19.7M 0.04% 102
2019
Q4 		$22.5M Sell
264,511
-5,667
-2% -$467K 0.41% 73
2019
Q3 		$20.5M Buy
270,178
+8,946
+3% +$709K 0.39% 63
2019
Q2 		$20.5M Sell
261,232
-3,457
-1% -$286K 0.41% 57
2019
Q1 		$23.4M Buy
264,689
+106,569
+67% +$8.58M 0.5% 53
2018
Q4 		$10.6M Sell
158,120
-140,726
-47% -$11.8M 0.25% 125
2018
Q3 		$24.4M Buy
298,846
+57,571
+24% +$4.73M 0.52% 45
2018
Q2 		$19.5M Sell
241,275
-918
-0.4% -$77.9K 0.44% 55
2018
Q1 		$24.1M Buy
242,193
+9,333
+4% +$972K 0.56% 37
2017
Q4 		$24.6M Buy
232,860
+28,598
+14% +$3.05M 0.58% 38
2017
Q3 		$22.7M Sell
204,262
-1,935
-0.9% -$225K 0.62% 34
2017
Q2 		$24.2M Sell
206,197
-8,338
-4% -$966K 0.69% 33
2017
Q1 		$24.2M Sell
214,535
-11,202
-5% -$1.16M 0.7% 34
2016
Q4 		$20.7M Buy
225,737
+24,003
+12% +$2.22M 0.65% 35
2016
Q3 		$19.6M Sell
201,734
-2,400
-1% -$240K 0.66% 33
2016
Q2 		$20.8M Sell
204,134
-2,627
-1% -$262K 0.73% 35
2016
Q1 		$20.3M Buy
206,761
+6,913
+3% +$634K 0.72% 32
2015
Q4 		$17.6M Sell
199,848
-47,963
-19% -$4.16M 0.63% 42
2015
Q3 		$19.7M Buy
+247,811
New +$20.4M 0.72% 45

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Zurich Insurance Group reduced its Philip Morris (PM) stake by 31% in Q1 2026, selling an estimated $39M and leaving 503,063 shares worth $83.2M. The position accounts for 0.65% of the portfolio, ranked #29.

Zurich Insurance Group first reported a position in PM in Q3 2015 and has held it in 26 quarters since. The position peaked at $133M in Q1 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Zurich Insurance Group held 503,063 shares of Philip Morris worth $83.2M as of Q1 2026.
  • Zurich Insurance Group sold 224,527 Philip Morris shares in Q1 2026, an estimated $39M.
  • Philip Morris made up 0.65% of Zurich Insurance Group's portfolio in Q1 2026, its #29 holding.
  • Zurich Insurance Group first reported a position in Philip Morris in Q3 2015 and has held it in 26 quarters since.
  • Zurich Insurance Group's Philip Morris position peaked at $133M in Q1 2025.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

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