Zurich Insurance Group’s Watsco Inc WSO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-8,517	Closed	-$4.04M	–	301
2024 Q4	$4.04M	Buy	8,517 +4,417	+108%	+$2.24M	0.03%	148
2024 Q3	$2.02M	Hold	4,100	–	–	0.02%	159
2024 Q2	$1.9M	Hold	4,100	–	–	0.02%	169
2024 Q1	$1.77M	Hold	4,100	–	–	0.02%	188
2023 Q4	$1.76M	Hold	4,100	–	–	0.02%	182
2023 Q3	$1.55M	Hold	4,100	–	–	0.02%	182
2023 Q2	$1.56M	Hold	4,100	–	–	0.02%	169
2023 Q1	$1.3M	Hold	4,100	–	–	0.02%	192
2022 Q4	$1.02M	Hold	4,100	–	–	0.01%	189
2022 Q3	$1.06M	Buy	+4,100	New	+$1.11M	0.02%	177
2021 Q2	–	Sell	-3,500	Closed	-$913K	–	263
2021 Q1	$913K	Sell	3,500 -2,300	-40%	-$567K	0.01%	180
2020 Q4	$1.31M	Buy	+5,800	New	+$1.33M	0.02%	156
2018 Q3	–	Sell	-10,500	Closed	-$1.87M	–	513
2018 Q2	$1.87M	Hold	10,500	–	–	0.04%	333
2018 Q1	$1.9M	Hold	10,500	–	–	0.04%	378
2017 Q4	$1.78M	Hold	10,500	–	–	0.04%	433
2017 Q3	$1.69M	Hold	10,500	–	–	0.05%	417
2017 Q2	$1.62M	Hold	10,500	–	–	0.05%	433
2017 Q1	$1.5M	Hold	10,500	–	–	0.04%	387
2016 Q4	$1.55M	Hold	10,500	–	–	0.05%	354
2016 Q3	$1.48M	Hold	10,500	–	–	0.05%	333
2016 Q2	$1.48M	Hold	10,500	–	–	0.05%	292
2016 Q1	$1.42M	Hold	10,500	–	–	0.05%	296
2015 Q4	$1.23M	Hold	10,500	–	–	0.04%	267
2015 Q3	$1.24M	Buy	+10,500	New	+$1.31M	0.05%	202

Other funds holding WSO

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

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 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

Zurich Insurance Group's WSO Position: Q1 2025 in Review

Zurich Insurance Group sold out of Watsco Inc (WSO) in Q1 2025, closing a stake of 8,517 shares — an estimated $4.04M sold.

Zurich Insurance Group first reported a position in WSO in Q3 2015 and held it in 24 quarters. The position peaked at $4.04M in Q4 2024. 841 funds tracked by Wall St. Rank hold WSO as of Q1 2025.

Zurich Insurance Group reported no remaining Watsco Inc position as of Q1 2025 after selling out during the quarter.
Zurich Insurance Group sold 8,517 Watsco Inc shares in Q1 2025, an estimated $4.04M.
Zurich Insurance Group first reported a position in Watsco Inc in Q3 2015 and held it in 24 quarters.
Zurich Insurance Group's Watsco Inc position peaked at $4.04M in Q4 2024.
841 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2025.

Based on Zurich Insurance Group's 13F filing for Q1 2025, filed 15 May 2025.