As of the latest SEC filings, ZURICH INSURANCE GROUP AG (ZURN) is held by 249 institutional funds. The largest fund shareholder is Capital Income Builder (CIRAX), holding an estimated $573,807,322.45 in market value, representing 0.45% of its portfolio.
Funds holding ZURICH INSURANCE GROUP AG (ZURN)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- ZURN
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
CIRAX
Capital Income Builder
|
MF | Independent / Boutique | 0.45% | $573,807,322.45 | 827,893 | Apr 30, 2026 | Jun 26, 2026 |
|
CWIAX
Capital World Growth & Income Fund
|
MF | Independent / Boutique | 0.27% | $396,616,593.35 | 525,213 | Feb 28, 2026 | Apr 27, 2026 |
|
SCHF
Schwab International Equity ETF
|
ETF | Charles Schwab | 0.37% | $231,135,497.30 | 306,157 | Feb 28, 2026 | Apr 24, 2026 |
|
-
THE DFA INTERNATIONAL VALUE SERIES
|
ETF | Dimensional Fund Advisors | 1.21% | $223,208,712.52 | 320,141 | Apr 30, 2026 | Jun 24, 2026 |
|
HFQAX
Janus Henderson Global Equity Income Fund
|
MF | Independent / Boutique | 2.35% | $171,326,242.23 | 240,229 | Mar 31, 2026 | May 29, 2026 |
|
TCIHX
Nuveen International Equity Index Fund
|
MF | TIAA / Nuveen | 0.46% | $159,149,532.08 | 228,263 | Apr 30, 2026 | Jun 24, 2026 |
|
CIUEX
Six Circles International Unconstrained Equity Fund
|
MF | Independent / Boutique | 0.78% | $154,617,968.83 | 218,752 | Mar 31, 2026 | May 28, 2026 |
|
SPDW
State Street(R) SPDR(R) Portfolio Developed World ex-US ETF
|
ETF | State Street (SPDR) | 0.36% | $127,730,639.04 | 182,825 | Mar 31, 2026 | May 28, 2026 |
|
DFIEX
INTERNATIONAL CORE EQUITY 2 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.23% | $94,444,028.67 | 135,458 | Apr 30, 2026 | Jun 24, 2026 |
|
CBFAX
American Funds Global Balanced Fund
|
MF | Capital Group / American Funds | 0.29% | $94,409,741.87 | 136,215 | Apr 30, 2026 | Jun 26, 2026 |
|
GSTKX
Goldman Sachs International Equity Income Fund
|
MF | Goldman Sachs | 2.62% | $91,760,465.55 | 131,609 | Apr 30, 2026 | Jun 22, 2026 |
|
CMIUX
Six Circles Managed Equity Portfolio International Unconstrained Fund
|
MF | Independent / Boutique | 0.65% | $83,986,299.14 | 118,823 | Mar 31, 2026 | May 28, 2026 |
|
ESGD
iShares ESG Aware MSCI EAFE ETF
|
ETF | BlackRock / iShares | 0.71% | $83,471,301.91 | 110,657 | Feb 28, 2026 | Apr 23, 2026 |
|
SWISX
Schwab International Index Fund
|
MF | Charles Schwab | 0.47% | $65,795,955.51 | 94,369 | Apr 30, 2026 | Jun 25, 2026 |
|
BTMGX
iShares MSCI EAFE International Index Fund
|
MF | BlackRock / iShares | 0.50% | $64,541,714.66 | 91,313 | Mar 31, 2026 | May 28, 2026 |
|
HDEF
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
|
ETF | Independent / Boutique | 2.66% | $64,420,516.22 | 85,330 | Feb 27, 2026 | Apr 29, 2026 |
|
AVDE
Avantis International Equity ETF
|
ETF | American Century | 0.42% | $62,679,851.80 | 83,094 | Feb 28, 2026 | Apr 29, 2026 |
|
FNDF
Schwab Fundamental International Equity ETF
|
ETF | Charles Schwab | 0.26% | $59,696,747.68 | 79,073 | Feb 28, 2026 | Apr 24, 2026 |
|
CGDG
Capital Group Dividend Growers ETF
|
ETF | Independent / Boutique | 1.12% | $53,361,433.05 | 70,663 | Feb 28, 2026 | Apr 28, 2026 |
|
TIERX
Nuveen International Equity Fund
|
MF | TIAA / Nuveen | 0.96% | $52,764,913.44 | 75,679 | Apr 30, 2026 | Jun 24, 2026 |
|
LVHI
Franklin International Low Volatility High Dividend Index ETF
|
ETF | Franklin Templeton | 0.96% | $44,211,254.31 | 63,281 | Mar 31, 2026 | May 21, 2026 |
|
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
|
ETF | Independent / Boutique | 0.48% | $42,810,424.14 | 56,691 | Feb 27, 2026 | Apr 29, 2026 |
|
AGOCX
PGIM Jennison Global Equity Income Fund
|
MF | PGIM / Prudential | 3.82% | $32,167,652.66 | 46,137 | Apr 30, 2026 | Jun 26, 2026 |
|
GTFPX
Goldman Sachs International Equity ESG Fund
|
MF | Goldman Sachs | 3.55% | $31,427,901.93 | 45,076 | Apr 30, 2026 | Jun 22, 2026 |
|
IVFAX
Federated Hermes International Strategic Value Dividend Fund
|
MF | Federated Hermes | 3.46% | $31,043,641.15 | 41,230 | Feb 28, 2026 | Apr 23, 2026 |
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