Zurich Insurance Group’s Rockwell Automation ROK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$41.7M	Buy	84,253 +26,333	+45%	+$11.5M	0.29%	95
2026 Q1	$20.8M	Sell	57,920 -52,490	-48%	-$20.7M	0.16%	154
2025 Q4	$43M	Buy	+110,410	New	+$41.5M	0.3%	89
2019 Q4	–	Sell	-35,823	Closed	-$5.9M	–	437
2019 Q3	$5.9M	Buy	+35,823	New	+$5.66M	0.11%	212
2018 Q1	–	Sell	-16,361	Closed	-$3.21M	–	572
2017 Q4	$3.21M	Sell	16,361 -1,135	-6%	-$216K	0.08%	318
2017 Q3	$3.12M	Sell	17,496 -803	-4%	-$134K	0.09%	265
2017 Q2	$2.96M	Sell	18,299 -9,589	-34%	-$1.51M	0.08%	288
2017 Q1	$4.34M	Sell	27,888 -3,583	-11%	-$535K	0.13%	200
2016 Q4	$4.23M	Buy	31,471 +22,371	+246%	+$2.86M	0.13%	203
2016 Q3	$1.11M	Hold	9,100	–	–	0.04%	359
2016 Q2	$1.04M	Hold	9,100	–	–	0.04%	331
2016 Q1	$1.03M	Hold	9,100	–	–	0.04%	334
2015 Q4	$934K	Hold	9,100	–	–	0.03%	297
2015 Q3	$923K	Buy	+9,100	New	+$1.03M	0.03%	223

Other funds holding ROK

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Zurich Insurance Group increased its Rockwell Automation (ROK) stake by 45% in Q2 2026, buying an estimated $11.5M and bringing the position to 84,253 shares worth $41.7M. The position accounts for 0.29% of the portfolio, ranked #95.

Zurich Insurance Group first reported a position in ROK in Q3 2015 and has held it in 14 quarters since. The position peaked at $43M in Q4 2025. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Zurich Insurance Group held 84,253 shares of Rockwell Automation worth $41.7M as of Q2 2026.
Zurich Insurance Group bought 26,333 Rockwell Automation shares in Q2 2026, an estimated $11.5M.
Rockwell Automation made up 0.29% of Zurich Insurance Group's portfolio in Q2 2026, its #95 holding.
Zurich Insurance Group first reported a position in Rockwell Automation in Q3 2015 and has held it in 14 quarters since.
Zurich Insurance Group's Rockwell Automation position peaked at $43M in Q4 2025.
1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

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