Zurich Insurance Group’s TransDigm Group TDG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-94,537	Closed	-$135M	–	265
2024 Q3	$135M	Buy	94,537 +31,376	+50%	+$40.8M	1.14%	16
2024 Q2	$80.7M	Buy	63,161 +8,464	+15%	+$10.9M	0.7%	43
2024 Q1	$67.4M	Sell	54,697 -12,564	-19%	-$14.1M	0.62%	55
2023 Q4	$68M	Sell	67,261 -3,114	-4%	-$2.87M	0.69%	47
2023 Q3	$59.3M	Buy	70,375 +9,723	+16%	+$8.53M	0.63%	54
2023 Q2	$54.2M	Buy	+60,652	New	+$48M	0.56%	60
2019 Q4	–	Sell	-9,234	Closed	-$4.81M	–	457
2019 Q3	$4.81M	Buy	9,234 +303	+3%	+$155K	0.09%	241
2019 Q2	$4.32M	Buy	+8,931	New	+$4.18M	0.09%	261
2018 Q4	–	Sell	-38,933	Closed	-$14.5M	–	519
2018 Q3	$14.5M	Buy	38,933 +23,727	+156%	+$8.54M	0.31%	91
2018 Q2	$5.25M	Buy	15,206 +2,369	+18%	+$778K	0.12%	240
2018 Q1	$3.94M	Buy	12,837 +862	+7%	+$254K	0.09%	283
2017 Q4	$3.29M	Buy	11,975 +5,888	+97%	+$1.6M	0.08%	306
2017 Q3	$1.56M	Buy	+6,087	New	+$1.65M	0.04%	436
2016 Q4	–	Sell	-3,100	Closed	-$896K	–	487
2016 Q3	$896K	Buy	+3,100	New	+$870K	0.03%	376

Other funds holding TDG

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Zurich Insurance Group sold out of TransDigm Group (TDG) in Q4 2024, closing a stake of 94,537 shares — an estimated $135M sold.

Zurich Insurance Group first reported a position in TDG in Q3 2016 and held it in 14 quarters. The position peaked at $135M in Q3 2024. 1,044 funds tracked by Wall St. Rank hold TDG as of Q4 2024.

Zurich Insurance Group reported no remaining TransDigm Group position as of Q4 2024 after selling out during the quarter.
Zurich Insurance Group sold 94,537 TransDigm Group shares in Q4 2024, an estimated $135M.
Zurich Insurance Group first reported a position in TransDigm Group in Q3 2016 and held it in 14 quarters.
Zurich Insurance Group's TransDigm Group position peaked at $135M in Q3 2024.
1,044 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2024.

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