SWISS HELVETIA FUND (SWZ) Institutional Ownership and Insiders Activity

SWISS HELVETIA FUND (SWZ) is widely held by institutional investors, with 1 tracked firm reporting positions valued at approximately $579,163 based on SEC Form 13F filings for the quarter ended March 31, 2026.

Gardner Russo & Quinn is the largest disclosed holder, reporting approximately $579,163 in SWZ holdings in its latest filing.

Institutional ownership among tracked investors remains highly concentrated, with Gardner Russo & Quinn representing the majority of disclosed value.

Recent insider activity includes 21 tracked Form 4 transactions over the last three months, reflecting ongoing executive and director trading activity.