Swiss Helvetia Fund (SWZ) Held by Superinvestors
SWISS HELVETIA FUND (SWZ) is currently held by 1 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $580,140 based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Gardner Russo & Quinn is currently the largest disclosed institutional shareholder of SWZ tracked by InsiderSet, reporting ownership valued at approximately $580,140 in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $562,561.92, representing an estimated loss of -3.03% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed SWZ value among the investors covered in this analysis. Major shareholders include Gardner Russo & Quinn, and several other long-term asset managers with concentrated positions in SWISS HELVETIA FUND (SWZ).
This page ranks the largest institutional SWZ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Gardner Russo & Quinn | Thomas Russo | 0.01% | 97,667 | $580,140 | $562,562 | -$17,578 | -3.03% |
Frequently asked questions about SWZ
Who are the largest superinvestors holding SWZ?
The largest superinvestors holding SWZ in the latest SEC Form 13F filings include Gardner Russo & Quinn. InsiderSet ranks these superinvestors by their latest reported SWZ position.
What does the SWZ superinvestors page include?
This page tracks SWZ positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. SWISS HELVETIA FUND (SWZ) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.
How many superinvestors hold SWZ?
InsiderSet currently tracks 1 superinvestors reporting SWZ holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own SWZ.
How much SWZ stock do superinvestors hold?
Superinvestors tracked by InsiderSet disclosed approximately $580,140 in SWZ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.
When were SWZ superinvestor holdings last updated?
The latest SWZ superinvestor holdings on InsiderSet are based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time holdings.
Are superinvestor SWZ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its SWZ position after the reporting date.
Are superinvestors buying or selling SWZ?
Buying and selling can be analyzed by comparing SWZ positions across consecutive 13F reporting periods. InsiderSet's SWZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SWZ ownership changes.
How have superinvestor SWZ holdings changed over time?
InsiderSet tracks SWZ holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.