Zurich Insurance Group’s Stifel SF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-22,050	Closed	-$1.63M	–	383
2026 Q1	$1.63M	Hold	22,050	–	–	0.01%	295
2025 Q4	$1.84M	Hold	22,050	–	–	0.01%	251
2025 Q3	$1.67M	Hold	22,050	–	–	0.01%	228
2025 Q2	$1.53M	Hold	22,050	–	–	0.01%	211
2025 Q1	$1.39M	Buy	+22,050	New	+$1.55M	0.01%	213
2023 Q1	–	Sell	-23,700	Closed	-$922K	–	271
2022 Q4	$922K	Hold	23,700	–	–	0.01%	203
2022 Q3	$820K	Buy	+23,700	New	+$933K	0.01%	208

Other funds holding SF

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

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

Zurich Insurance Group sold out of Stifel (SF) in Q2 2026, closing a stake of 22,050 shares — an estimated $1.63M sold.

Zurich Insurance Group first reported a position in SF in Q3 2022 and held it in 7 quarters. The position peaked at $1.84M in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Zurich Insurance Group reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
Zurich Insurance Group sold 22,050 Stifel shares in Q2 2026, an estimated $1.63M.
Zurich Insurance Group first reported a position in Stifel in Q3 2022 and held it in 7 quarters.
Zurich Insurance Group's Stifel position peaked at $1.84M in Q4 2025.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

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