Zurich Insurance Group Ltd holds a diversified book of 327 reported positions worth $12.7B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter Sunbelt Rentals Holdings Inc first appears in 13F filings, a listing rather than a purchase; they opened AstraZeneca PLC and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 7% of the reported non-option book. Cloning the disclosed picks since 2015 would be +298% (+13.6%/yr). That is a simulation of the disclosed long book, not audited returns.
Zurich Insurance Group Ltd files as an insurer: this book is the equity sleeve of its general account.
The reported book (valued from quarter-end) returned +324.6%, a 26.6-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Zurich Insurance Group Ltd's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
97% mapped to company sectors
+5 sectors below the cut, 10% together
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.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Zurich Insurance Group Ltd
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Evelyn Partners Group Ltd | 71 / 80 | $44.7B |
| Prospect Hill Management, LLC | 11 / 80 | $240.5M |
| Uhlmann Price Securities, LLC | 50 / 80 | $2.5B |
| Draper Asset Management, LLC | 11 / 80 | $177.5M |
| Hoey Investments, Inc | 58 / 80 | $678.3M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $393.3M |
| Harold Davidson & Associates Inc. | 30 / 80 | $194.0M |
| MFF Capital Investments Ltd | 11 / 80 | $1.4B |
Ranked by the share of each fund's own book sitting in the names it shares with Zurich Insurance Group Ltd: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $839.8M | 4.82M | 6.6% | ▼−14% Reduced · −754K sh | |
| 2 | Apple Inc COM | $766.3M | 3.02M | 6.0% | ▼−9.8% Reduced · −327K sh | |
| 3 | Alphabet Inc CAP STK CL A | $618.7M | 2.15M | 4.9% | ▼−9.1% Reduced · −216K sh | |
| 4 | Microsoft Corp COM | $536.1M | 1.45M | 4.2% | ▼−4.0% Reduced · −61K sh | |
| 5 | Amazon Com Inc COM | $370.5M | 1.78M | 2.9% | ▼−12% Reduced · −242K sh | |
| 6 | Broadcom Inc COM | $273.7M | 884.2K | 2.2% | ▼−8.8% Reduced · −85K sh | |
| 7 | Meta Platforms Inc CL A | $227.5M | 397.7K | 1.8% | ▼−14% Reduced · −65K sh | |
| 8 | Tesla Inc COM | $171.0M | 459.9K | 1.3% | ▼−23% Reduced · −140K sh | |
| 9 | Eli Lilly & Co COM | $156.8M | 170.5K | 1.2% | ▼−28% Reduced · −65K sh | |
| 10 | JPMorgan Chase & Co COM | $146.4M | 497.8K | 1.2% | ▲+3.3% Added · +16K sh | |
| 11 | Exxon Mobil Corp COM | $138.0M | 813.4K | 1.1% | ▼−8.5% Reduced · −76K sh | |
| 12 | Johnson & Johnson COM | $130.0M | 531.6K | 1.0% | ▼−38% Reduced · −321K sh | |
| 13 | Netflix Inc. COM | $129.1M | 1.34M | 1.0% | ▲+47% Added · +431K sh | |
| 14 | AstraZeneca PLC ORD | $127.5M | 657.2K | 1.0% | ▲New New position | |
| 15 | Berkshire Hathaway Inc Del CL B NEW | $117.6M | 245.4K | 0.9% | ▲+11% Added · +24K sh | |
| 16 | Merck & Co Inc COM | $116.4M | 967.6K | 0.9% | ▲+83% Added · +438K sh | |
| 17 | Costco Wholesale Corporation COM | $114.5M | 114.9K | 0.9% | ▲New New position | |
| 18 | Visa Inc COM CL A | $110.0M | 363.9K | 0.9% | ▼−43% Reduced · −273K sh | |
| 19 | Totalenergies SE ACT | $107.4M | 1.15M | 0.8% | ▲+101% Added · +578K sh | |
| 20 | NextEra Energy Inc COM | $104.3M | 1.12M | 0.8% | ▼−17% Reduced · −235K sh | |
| 21 | Walmart Inc COM | $103.3M | 830.9K | 0.8% | ▼−50% Reduced · −822K sh | |
| 22 | Coca Cola Co COM | $100.7M | 1.32M | 0.8% | ▲+26% Added · +273K sh | |
| 23 | Linde PLC SHS | $98.5M | 198.8K | 0.8% | ▲+115% Added · +106K sh | |
| 24 | Citigroup Inc COM NEW | $96.9M | 854.4K | 0.8% | ▼−25% Reduced · −283K sh | |
| 25 | Lam Research Corp COM NEW | $90.3M | 422.4K | 0.7% | ▼−45% Reduced · −344K sh | |
| 26 | RTX Corporation COM | $89.0M | 461.6K | 0.7% | ▼−38% Reduced · −286K sh | |
| 27 | Caterpillar Inc COM | $84.9M | 119.9K | 0.7% | ▼−33% Reduced · −58K sh | |
| 28 | Chevron Corporation COM | $83.7M | 404.4K | 0.7% | ▲+0.2% Added · +884 sh | |
| 29 | Philip Morris Intl Inc COM | $83.2M | 503.1K | 0.7% | ▼−31% Reduced · −225K sh | |
| 30 | Waste Mgmt Inc Del COM | $83.1M | 361.8K | 0.7% | ▲+221% Added · +249K sh | |
| 31 | Cisco Sys Inc COM | $83.0M | 1.07M | 0.7% | ▼−36% Reduced · −590K sh | |
| 32 | Mastercard Incorporated CL A | $78.6M | 157.4K | 0.6% | ▼−12% Reduced · −21K sh | |
| 33 | Regeneron Pharmaceuticals COM | $76.5M | 99.1K | 0.6% | ▲+143% Added · +58K sh | |
| 34 | Cardinal Health Inc COM | $75.8M | 358.7K | 0.6% | ▲+21% Added · +63K sh | |
| 35 | Equinix Inc COM | $75.5M | 77.0K | 0.6% | ▲New New position | |
| 36 | US Bancorp COM NEW | $75.4M | 1.45M | 0.6% | ▼−39% Reduced · −942K sh | |
| 37 | Analog Devices Inc COM | $72.6M | 228.1K | 0.6% | ▲New New position | |
| 38 | Bank Montreal Medium COM | $72.0M | 533.3K | 0.6% | ▲New New position | |
| 39 | Amphenol Corp CL A | $71.1M | 563.1K | 0.6% | ▲+96% Added · +276K sh | |
| 40 | T-Mobile US Inc COM | $70.8M | 337.0K | 0.6% | ▲New New position | |
| 41 | Procter & Gamble Co COM | $69.6M | 482.2K | 0.5% | ▲16× Added · +453K sh | |
| 42 | International Business Machs COM | $69.6M | 287.2K | 0.5% | ▼−35% Reduced · −156K sh | |
| 43 | Church & Dwight Co Inc COM | $69.1M | 740.2K | 0.5% | ▲New New position | |
| 44 | Ge Vernova Inc COM | $69.0M | 79.0K | 0.5% | ▼−26% Reduced · −28K sh | |
| 45 | Home Depot Inc COM | $66.8M | 203.0K | 0.5% | ▼−8.4% Reduced · −19K sh | |
| 46 | Thermo Fisher Scientific Inc COM | $65.4M | 133.1K | 0.5% | ▲+49% Added · +44K sh | |
| 47 | Ulta Beauty Inc COM | $64.2M | 122.8K | 0.5% | ▲+21% Added · +21K sh | |
| 48 | Ciena Corp COM NEW | $64.1M | 165.2K | 0.5% | ▼−55% Reduced · −204K sh | |
| 49 | Ventas Inc COM | $62.8M | 768.4K | 0.5% | ▼−5.2% Reduced · −42K sh | |
| 50 | Xcel Energy Inc COM | $61.9M | 779.3K | 0.5% | ▲+256% Added · +560K sh |
This insurer page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1127799/holdings"
Use Arkolith to show Zurich Insurance Group Ltd/FI's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 45d | 330 | $12.7B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 48d | 294 | $14.4B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 45d | 272 | $14.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 45d | 258 | $12.9B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 45d | 258 | $12.3B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 45d | 236 | $12.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 45d | 215 | $11.8B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 45d | 232 | $11.5B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 45d | 240 | $10.9B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 45d | 240 | $9.8B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 45d | 238 | $9.4B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 45d | 244 | $9.6B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 45d | 254 | $8.0B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 45d | 229 | $7.0B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 45d | 229 | $6.4B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 46d | 231 | $6.7B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 46d | 212 | $8.1B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 45d | 211 | $8.8B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 46d | 224 | $8.4B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 47d | 227 | $8.0B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 47d | 208 | $7.0B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 47d | 202 | $6.8B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 47d | 170 | $5.8B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 14, 2020 | 45d | 183 | $5.9B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.