Zurich Insurance Group’s Williams-Sonoma WSM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$42.2M	Buy	181,169 +162,669	+879%	+$32.2M	0.29%	93
2026 Q1	$3.37M	Hold	18,500	–	–	0.03%	246
2025 Q4	$3.3M	Buy	18,500 +9,700	+110%	+$1.82M	0.02%	205
2025 Q3	$1.72M	Buy	+8,800	New	+$1.68M	0.01%	224
2021 Q1	–	Sell	-41,200	Closed	-$2.1M	–	235
2020 Q4	$2.1M	Hold	41,200	–	–	0.03%	106
2020 Q3	$1.86M	Hold	41,200	–	–	0.03%	107
2020 Q2	$1.69M	Hold	41,200	–	–	0.03%	118
2020 Q1	$876K	Hold	41,200	–	–	0.02%	148
2019 Q4	$1.51M	Hold	41,200	–	–	0.03%	154
2019 Q3	$1.4M	Hold	41,200	–	–	0.03%	420
2019 Q2	$1.34M	Hold	41,200	–	–	0.03%	339
2019 Q1	$1.16M	Hold	41,200	–	–	0.02%	315
2018 Q4	$1.04M	Hold	41,200	–	–	0.03%	299
2018 Q3	$1.35M	Hold	41,200	–	–	0.03%	330
2018 Q2	$1.26M	Hold	41,200	–	–	0.03%	365
2018 Q1	$1.09M	Hold	41,200	–	–	0.03%	429
2017 Q4	$1.06M	Hold	41,200	–	–	0.02%	490
2017 Q3	$1.03M	Hold	41,200	–	–	0.03%	527
2017 Q2	$999K	Hold	41,200	–	–	0.03%	502
2017 Q1	$1.1M	Buy	+41,200	New	+$1M	0.03%	437

Other funds holding WSM

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

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

Zurich Insurance Group increased its Williams-Sonoma (WSM) stake by 879% in Q2 2026, buying an estimated $32.2M and bringing the position to 181,169 shares worth $42.2M. The position accounts for 0.29% of the portfolio, ranked #93.

Zurich Insurance Group first reported a position in WSM in Q1 2017 and has held it in 20 quarters since. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Zurich Insurance Group held 181,169 shares of Williams-Sonoma worth $42.2M as of Q2 2026.
Zurich Insurance Group bought 162,669 Williams-Sonoma shares in Q2 2026, an estimated $32.2M.
Williams-Sonoma made up 0.29% of Zurich Insurance Group's portfolio in Q2 2026, its #93 holding.
Zurich Insurance Group first reported a position in Williams-Sonoma in Q1 2017 and has held it in 20 quarters since.
996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

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