Zurich Insurance Group’s Pool Corp POOL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-108,148	Closed	-$40.8M	–	256
2024 Q3	$40.8M	Buy	+108,148	New	+$37.4M	0.35%	89
2024 Q1	–	Sell	-131,712	Closed	-$52.5M	–	281
2023 Q4	$52.5M	Buy	+131,712	New	+$46.2M	0.54%	61
2023 Q2	–	Sell	-161,308	Closed	-$55.2M	–	260
2023 Q1	$55.2M	Buy	161,308 +16,413	+11%	+$5.82M	0.69%	52
2022 Q4	$43.8M	Buy	144,895 +42,357	+41%	+$13.4M	0.63%	60
2022 Q3	$32.6M	Buy	102,538 +2,198	+2%	+$784K	0.51%	69
2022 Q2	$35.2M	Sell	100,340 -60,585	-38%	-$24M	0.52%	68
2022 Q1	$68M	Buy	+160,925	New	+$75.1M	0.84%	45
2021 Q1	–	Sell	-253,922	Closed	-$94.6M	–	223
2020 Q4	$94.6M	Buy	253,922 +20,665	+9%	+$7.21M	1.39%	31
2020 Q3	$78M	Sell	233,257 -28,615	-11%	-$8.85M	1.35%	28
2020 Q2	$71.2M	Sell	261,872 -64,457	-20%	-$14.9M	1.21%	34
2020 Q1	$64.2M	Buy	+326,329	New	+$69.5M	1.38%	23

Other funds holding POOL

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Zurich Insurance Group's POOL Position: Q4 2024 in Review

Zurich Insurance Group sold out of Pool Corp (POOL) in Q4 2024, closing a stake of 108,148 shares — an estimated $40.8M sold.

Zurich Insurance Group first reported a position in POOL in Q1 2020 and held it in 11 quarters. The position peaked at $94.6M in Q4 2020. 739 funds tracked by Wall St. Rank hold POOL as of Q4 2024.

Zurich Insurance Group reported no remaining Pool Corp position as of Q4 2024 after selling out during the quarter.
Zurich Insurance Group sold 108,148 Pool Corp shares in Q4 2024, an estimated $40.8M.
Zurich Insurance Group first reported a position in Pool Corp in Q1 2020 and held it in 11 quarters.
Zurich Insurance Group's Pool Corp position peaked at $94.6M in Q4 2020.
739 funds tracked by Wall St. Rank held Pool Corp as of Q4 2024.

Based on Zurich Insurance Group's 13F filing for Q4 2024, filed 14 Feb 2025.