SWISS HELVETIA FUND (SWZ) Institutional Ownership

SWZ is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $579,163 based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Gardner Russo & Quinn, which reported ownership valued at approximately $579,163 in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Gardner Russo & Quinn's SWZ position is now estimated to be worth approximately $578,188.64, representing an estimated loss of -0.17% since the filing period.

Major shareholders tracked on this page include Gardner Russo & Quinn, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks fund ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward SWISS HELVETIA FUND (SWZ).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20261$579,16397,667
Q4 20251$909,884146,284
Q3 20251$2,640,159434,237
Q2 20251$2,753,060434,237
Q1 20251$2,705,177293,403
Q4 20241$2,163,119288,801
Q3 20241$2,535,982283,350
Q2 20241$2,254,498279,368
Q1 20241$2,180,339274,948
Q4 20231$2,218,134270,504
Q3 20231$2,034,175266,253
Q2 20231$2,154,012262,045

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