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Disclosery

Zurich Insurance Group Ltd/FI: SRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Zurich Insurance Group Ltd/FI on SRE, newest first. How the timeline and the estimate are built.

Zurich Insurance Group Ltd/FI held 335,459 SRE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 335,459 shares
    Change vs previous 13F -112,893 shares

    0.22% of the 13F portfolio, value $31,100,404.

    13F-HR 0000899140-26-000885 filed by Zurich Insurance Group Ltd/FI
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 448,352 shares
    Change vs previous 13F +18,028 shares

    0.34% of the 13F portfolio, value $43,566,364.

    13F-HR 0000899140-26-000584 filed by Zurich Insurance Group Ltd/FI
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 430,324 shares
    Change vs previous 13F +56,918 shares

    0.26% of the 13F portfolio, value $37,993,306.

    13F-HR 0000899140-26-000261 filed by Zurich Insurance Group Ltd/FI
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 373,406 shares
    Change vs previous 13F -18,221 shares

    0.24% of the 13F portfolio, value $33,599,072.

    13F-HR 0000899140-25-001318 filed by Zurich Insurance Group Ltd/FI
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 391,627 shares
    Change vs previous 13F +391,627 shares

    0.23% of the 13F portfolio, value $29,673,578.

    13F-HR 0000899140-25-000992 filed by Zurich Insurance Group Ltd/FI
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -112,609 shares

    13F-HR 0000899140-25-000707 filed by Zurich Insurance Group Ltd/FI
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 112,609 shares
    Change vs previous 13F +112,609 shares

    0.08% of the 13F portfolio, value $9,878,061.

    13F-HR 0000899140-25-000322 filed by Zurich Insurance Group Ltd/FI
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0000899140-24-001255 filed by Zurich Insurance Group Ltd/FI
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.