Number of Shares
331,557.00
Current Holdings Value*
CHF235.16 Mil
% of Portfolio
1.78%
Total Estimate Gain
CHF57.55 Mil
% of Total Estimate Gain
41.89%

THE DFA INTERNATIONAL VALUE SERIES's Zurich Insurance Group AG Holding Summary

As of 2025-04-30, DFA INVESTMENT TRUST CO held 331,557.00 shares of Zurich Insurance Group AG(XSWX:ZURN), totaling CHF235.16 Mil. This investment constitutes 1.78% of their stock portfolio, and DFA INVESTMENT TRUST CO now holds 0.23% of the outstanding Zurich Insurance Group AG(XSWX:ZURN) stock.

The initial trade took place in 2021Q4. And since then THE DFA INTERNATIONAL VALUE SERIES has made 1 purchases of XSWX:ZURN, at an average price of CHF393.81, for a total of 348,909.00 shares. In addition, there have been 2 sales at an average price of CHF554.16 for 17,352.00 shares. Based on historical transaction data and XSWX:ZURN's current price of CHF559.00, THE DFA INTERNATIONAL VALUE SERIES's estimated gain on his XSWX:ZURN holdings is CHF57.55 Mil, reflecting a 41.89% gain to date.

THE DFA INTERNATIONAL VALUE SERIES XSWX:ZURN (CHF559.00) Holding Chart

THE DFA INTERNATIONAL VALUE SERIES XSWX:ZURN (CHF559.00) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price CHF-/Share
Shares Sold 0 Average Price CHF-/Share
Current Price CHF0.00 Total Estimated Gain 0 %

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