ZIG
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Zurich Insurance Group’s Sempra SRE Stock Holding History

Zurich Insurance Group’s Portfolio SRE Stock Details SRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31.1M Sell
335,459
-112,893
-25% -$10.5M 0.22% 118
2026
Q1 		$43.6M Buy
448,352
+18,028
+4% +$1.65M 0.34% 83
2025
Q4 		$38M Buy
430,324
+56,918
+15% +$5.18M 0.26% 98
2025
Q3 		$33.6M Sell
373,406
-18,221
-5% -$1.48M 0.24% 95
2025
Q2 		$29.7M Buy
+391,627
New +$29.1M 0.23% 98
2025
Q1 		– Sell
-112,609
Closed -$9.88M – 293
2024
Q4 		$9.88M Buy
+112,609
New +$9.85M 0.08% 138
2024
Q3 		– Sell
-303,131
Closed -$23.1M – 243
2024
Q2 		$23.1M Buy
+303,131
New +$22.4M 0.2% 104
2020
Q4 		– Sell
-30,200
Closed -$1.79M – 228
2020
Q3 		$1.79M Buy
+30,200
New +$1.86M 0.03% 111
2019
Q4 		– Sell
-129,524
Closed -$9.56M – 449
2019
Q3 		$9.56M Buy
129,524
+4,282
+3% +$300K 0.18% 138
2019
Q2 		$8.61M Buy
+125,242
New +$8.22M 0.17% 168
2018
Q2 		– Sell
-155,556
Closed -$8.65M – 529
2018
Q1 		$8.65M Buy
155,556
+54,376
+54% +$2.93M 0.2% 139
2017
Q4 		$5.41M Buy
101,180
+10,376
+11% +$602K 0.13% 195
2017
Q3 		$5.18M Buy
90,804
+6,920
+8% +$400K 0.14% 171
2017
Q2 		$4.73M Sell
83,884
-1,798
-2% -$102K 0.13% 185
2017
Q1 		$4.73M Sell
85,682
-28,450
-25% -$1.51M 0.14% 186
2016
Q4 		$5.74M Buy
114,132
+83,340
+271% +$4.24M 0.18% 138
2016
Q3 		$1.65M Sell
30,792
-45,488
-60% -$2.48M 0.06% 324
2016
Q2 		$4.35M Sell
76,280
-10,086
-12% -$534K 0.15% 171
2016
Q1 		$4.49M Buy
+86,366
New +$4.16M 0.16% 167

Other funds holding SRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Zurich Insurance Group reduced its Sempra (SRE) stake by 25% in Q2 2026, selling an estimated $10.5M and leaving 335,459 shares worth $31.1M. The position accounts for 0.22% of the portfolio, ranked #118.

Zurich Insurance Group first reported a position in SRE in Q1 2016 and has held it in 19 quarters since. The position peaked at $43.6M in Q1 2026. 1,280 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Zurich Insurance Group held 335,459 shares of Sempra worth $31.1M as of Q2 2026.
  • Zurich Insurance Group sold 112,893 Sempra shares in Q2 2026, an estimated $10.5M.
  • Sempra made up 0.22% of Zurich Insurance Group's portfolio in Q2 2026, its #118 holding.
  • Zurich Insurance Group first reported a position in Sempra in Q1 2016 and has held it in 19 quarters since.
  • Zurich Insurance Group's Sempra position peaked at $43.6M in Q1 2026.
  • 1,280 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

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