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 Q2	$100M	Buy	552,824 +49,761	+10%	+$8.63M	0.69%	30
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 Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

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

Zurich Insurance Group increased its Philip Morris (PM) stake by 9.9% in Q2 2026, buying an estimated $8.63M and bringing the position to 552,824 shares worth $100M. The position accounts for 0.69% of the portfolio, ranked #30.

Zurich Insurance Group first reported a position in PM in Q3 2015 and has held it in 27 quarters since. The position peaked at $133M in Q1 2025. 2,927 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Zurich Insurance Group held 552,824 shares of Philip Morris worth $100M as of Q2 2026.
Zurich Insurance Group bought 49,761 Philip Morris shares in Q2 2026, an estimated $8.63M.
Philip Morris made up 0.69% of Zurich Insurance Group's portfolio in Q2 2026, its #30 holding.
Zurich Insurance Group first reported a position in Philip Morris in Q3 2015 and has held it in 27 quarters since.
Zurich Insurance Group's Philip Morris position peaked at $133M in Q1 2025.
2,927 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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