Arkolith/Funds/Zurich Insurance Group Ltd

Zurich Insurance Group Ltd

CIK 1127799Insurance
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Inactive

Zurich Insurance Group Ltd holds a diversified book of 327 stocks worth $12.7B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened AstraZeneca PLC and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 7% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
71
new positions
Added to
53
existing
Trimmed
117
reduced
Sold out
35
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
25%
Top 10 holdings
32%
Top 20 holdings
42%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

97% mapped to company sectors

Information Technology
37%
Financials
13%
Consumer Discretionary
10%
Health Care
9%
Industrials
8%
Materials
5%
Energy
4%
Utilities
4%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

327 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$839.8M4.82M
6.6%
−14%
Reduced · −754K sh
2Apple Inc
COM
$766.3M3.02M
6.0%
−9.8%
Reduced · −327K sh
3Alphabet Inc
CAP STK CL A
$618.7M2.15M
4.9%
−9.1%
Reduced · −216K sh
4Microsoft Corp
COM
$536.1M1.45M
4.2%
−4.0%
Reduced · −61K sh
5Amazon Com Inc
COM
$370.5M1.78M
2.9%
−12%
Reduced · −242K sh
6Broadcom Inc
COM
$273.7M884.2K
2.2%
−8.8%
Reduced · −85K sh
7Meta Platforms Inc
CL A
$227.5M397.7K
1.8%
−14%
Reduced · −65K sh
8Tesla Inc
COM
$171.0M459.9K
1.3%
−23%
Reduced · −140K sh
9Eli Lilly & Co
COM
$156.8M170.5K
1.2%
−28%
Reduced · −65K sh
10JPMorgan Chase & Co
COM
$146.4M497.8K
1.2%
+3.3%
Added · +16K sh
11Exxon Mobil Corp
COM
$138.0M813.4K
1.1%
−8.5%
Reduced · −76K sh
12Johnson & Johnson
COM
$130.0M531.6K
1.0%
−38%
Reduced · −321K sh
13Netflix Inc.
COM
$129.1M1.34M
1.0%
+47%
Added · +431K sh
14AstraZeneca PLC
ORD
$127.5M657.2K
1.0%
New
New position
15Berkshire Hathaway Inc Del
CL B NEW
$117.6M245.4K
0.9%
+11%
Added · +24K sh
16Merck & Co Inc
COM
$116.4M967.6K
0.9%
+83%
Added · +438K sh
17Costco Wholesale Corporation
COM
$114.5M114.9K
0.9%
New
New position
18Visa Inc
COM CL A
$110.0M363.9K
0.9%
−43%
Reduced · −273K sh
19Totalenergies SE
ACT
$107.4M1.15M
0.8%
+101%
Added · +578K sh
20NextEra Energy Inc
COM
$104.3M1.12M
0.8%
−17%
Reduced · −235K sh
21Walmart Inc
COM
$103.3M830.9K
0.8%
−50%
Reduced · −822K sh
22Coca Cola Co
COM
$100.7M1.32M
0.8%
+26%
Added · +273K sh
23Linde PLC
SHS
$98.5M198.8K
0.8%
+115%
Added · +106K sh
24Citigroup Inc
COM NEW
$96.9M854.4K
0.8%
−25%
Reduced · −283K sh
25Lam Research Corp
COM NEW
$90.3M422.4K
0.7%
−45%
Reduced · −344K sh
26RTX Corporation
COM
$89.0M461.6K
0.7%
−38%
Reduced · −286K sh
27Caterpillar Inc
COM
$84.9M119.9K
0.7%
−33%
Reduced · −58K sh
28Chevron Corporation
COM
$83.7M404.4K
0.7%
+0.2%
Added · +884 sh
29Philip Morris Intl Inc
COM
$83.2M503.1K
0.7%
−31%
Reduced · −225K sh
30Waste Mgmt Inc Del
COM
$83.1M361.8K
0.7%
+221%
Added · +249K sh
31Cisco Sys Inc
COM
$83.0M1.07M
0.7%
−36%
Reduced · −590K sh
32Mastercard Incorporated
CL A
$78.6M157.4K
0.6%
−12%
Reduced · −21K sh
33Regeneron Pharmaceuticals
COM
$76.5M99.1K
0.6%
+143%
Added · +58K sh
34Cardinal Health Inc
COM
$75.8M358.7K
0.6%
+21%
Added · +63K sh
35Equinix Inc
COM
$75.5M77.0K
0.6%
New
New position
36US Bancorp
COM NEW
$75.4M1.45M
0.6%
−39%
Reduced · −942K sh
37Analog Devices Inc
COM
$72.6M228.1K
0.6%
New
New position
38Bank Montreal Medium
COM
$72.0M533.3K
0.6%
New
New position
39Amphenol Corp
CL A
$71.1M563.1K
0.6%
+96%
Added · +276K sh
40T-Mobile US Inc
COM
$70.8M337.0K
0.6%
New
New position
41Procter & Gamble Co
COM
$69.6M482.2K
0.5%
16×
Added · +453K sh
42International Business Machs
COM
$69.6M287.2K
0.5%
−35%
Reduced · −156K sh
43Church & Dwight Co Inc
COM
$69.1M740.2K
0.5%
New
New position
44Ge Vernova Inc
COM
$69.0M79.0K
0.5%
−26%
Reduced · −28K sh
45Home Depot Inc
COM
$66.8M203.0K
0.5%
−8.4%
Reduced · −19K sh
46Thermo Fisher Scientific Inc
COM
$65.4M133.1K
0.5%
+49%
Added · +44K sh
47Ulta Beauty Inc
COM
$64.2M122.8K
0.5%
+21%
Added · +21K sh
48Ciena Corp
COM NEW
$64.1M165.2K
0.5%
−55%
Reduced · −204K sh
49Ventas Inc
COM
$62.8M768.4K
0.5%
−5.2%
Reduced · −42K sh
50Xcel Energy Inc
COM
$61.9M779.3K
0.5%
+256%
Added · +560K sh
Showing 50 of 327 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 2026330$12.7B13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026294$14.4B13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025272$14.0B13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025258$12.9B13F-HR
Q1 2025Mar 31, 2025May 15, 2025258$12.3B13F-HR
Q4 2024Dec 31, 2024Feb 14, 2025236$12.3B13F-HR
Q3 2024Sep 30, 2024Nov 14, 2024215$11.8B13F-HR
Q2 2024Jun 30, 2024Aug 14, 2024232$11.5B13F-HR
Q1 2024Mar 31, 2024May 15, 2024240$10.9B13F-HR
Q4 2023Dec 31, 2023Feb 14, 2024240$9.8B13F-HR
Q3 2023Sep 30, 2023Nov 14, 2023238$9.4B13F-HR
Q2 2023Jun 30, 2023Aug 14, 2023244$9.6B13F-HR
Q1 2023Mar 31, 2023May 15, 2023254$8.0B13F-HR
Q4 2022Dec 31, 2022Feb 14, 2023229$7.0B13F-HR
Q3 2022Sep 30, 2022Nov 14, 2022229$6.4B13F-HR
Q2 2022Jun 30, 2022Aug 15, 2022231$6.7B13F-HR
Q1 2022Mar 31, 2022May 16, 2022212$8.1B13F-HR
Q4 2021Dec 31, 2021Feb 14, 2022211$8.8B13F-HR
Q3 2021Sep 30, 2021Nov 15, 2021224$8.4B13F-HR
Q2 2021Jun 30, 2021Aug 16, 2021227$8.0B13F-HR
Q1 2021Mar 31, 2021May 17, 2021208$7.0B13F-HR
Q4 2020Dec 31, 2020Feb 16, 2021202$6.8B13F-HR
Q3 2020Sep 30, 2020Nov 16, 2020170$5.8B13F-HR
Q2 2020Jun 30, 2020Aug 14, 2020183$5.9B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.