Number of Shares
172,661.00
Current Holdings Value*
$6.02 Mil
% of Portfolio
5.15%
Total Estimate Gain
$3.77 Mil
% of Total Estimate Gain
59.38%

Virtus KAR Equity Income Fund's Zurich Insurance Group AG Holding Summary

As of 2025-03-31, Virtus KAR Equity Income Fund held 172,661.00 shares of Zurich Insurance Group AG(ZURVY), totaling $6.02 Mil. This investment constitutes 5.15% of their stock portfolio, and Virtus KAR Equity Income Fund now holds 0.01% of the outstanding Zurich Insurance Group AG(ZURVY) stock.

The initial trade took place in 2020Q3. And since then Virtus KAR Equity Income Fund has made 5 purchases of ZURVY, at an average price of $19.38, for a total of 327,276.00 shares. In addition, there have been 12 sales at an average price of $26.19 for 154,615.00 shares. Based on historical transaction data and ZURVY's current price of $35.08, Virtus KAR Equity Income Fund's estimated gain on his ZURVY holdings is $3.77 Mil, reflecting a 59.38% gain to date.

Virtus KAR Equity Income Fund ZURVY ($35.08) Holding Chart

Virtus KAR Equity Income Fund ZURVY ($35.08) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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