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Zurich Insurance Group Ltd/FI: WELL position timeline

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

Zurich Insurance Group Ltd/FI held 407,737 WELL 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 407,737 shares
    Change vs previous 13F +273,780 shares

    0.64% of the 13F portfolio, value $92,544,067.

    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 133,957 shares
    Change vs previous 13F -67,237 shares

    0.21% of the 13F portfolio, value $26,484,638.

    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 201,194 shares
    Change vs previous 13F +37,469 shares

    0.26% of the 13F portfolio, value $37,343,618.

    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 163,725 shares
    Change vs previous 13F -162,442 shares

    0.21% of the 13F portfolio, value $29,165,972.

    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 326,167 shares
    Change vs previous 13F -296,413 shares

    0.39% of the 13F portfolio, value $50,141,653.

    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 622,580 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $95,385,482.

    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).