Number of Shares
2,246.00
Current Holdings Value*
CHF1.57 Mil
% of Portfolio
5.13%
Total Estimate Gain
CHF404,696.26
% of Total Estimate Gain
33.17%

Virtus KAR Global Quality Dividend Fund's Zurich Insurance Group AG Holding Summary

As of 2025-03-31, VIRTUS EQUITY TRUST held 2,246.00 shares of Zurich Insurance Group AG(XSWX:ZURN), totaling CHF1.57 Mil. This investment constitutes 5.13% of their stock portfolio, and VIRTUS EQUITY TRUST now holds 0% of the outstanding Zurich Insurance Group AG(XSWX:ZURN) stock.

The initial trade took place in 2019Q3. And since then Virtus KAR Global Quality Dividend Fund has made 5 purchases of XSWX:ZURN, at an average price of CHF419.27, for a total of 2,910.00 shares. In addition, there have been 1 sales at an average price of CHF572.33 for 664.00 shares. Based on historical transaction data and XSWX:ZURN's current price of CHF554.20, Virtus KAR Global Quality Dividend Fund's estimated gain on his XSWX:ZURN holdings is CHF404,696.26, reflecting a 33.17% gain to date.

Virtus KAR Global Quality Dividend Fund XSWX:ZURN (CHF554.20) Holding Chart

Virtus KAR Global Quality Dividend Fund XSWX:ZURN (CHF554.20) 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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