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Swiss Helvetia Fund shares owned by Private Management Group

Quarter-by-quarter ownership of Swiss Helvetia Fund (SWZ) shares owned by Private Management Group from 13F filings

Historical chart of Private Management Group investment in Swiss Helvetia Fund

Tip: Access up to 7 years of quarterly data

All positions including Swiss Helvetia Fund held by Private Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Swiss Helvetia Fund by Private Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $301k 11k 28.51
2025-06-30 $287k 11k 27.25

More positions owned by Private Management Group

Warner Bros Discovery Com Ser A (WBD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Siriuspoint (SPNT)
Valero Energy Corporation (VLO)
Cable One (CABO)
State Street Corporation (STT)
Americold Rlty Tr (COLD)
California Res Corp Com Stock (CRC)
Verizon Communications (VZ)
Bank of New York Mellon Corporation (BK)
Jefferies Finl Group (JEF)
Carlyle Group (CG)
Comcast Corp Cl A (CMCSA)
Alibaba Group Hldg Sponsored Ads (BABA)
Albertsons Cos Common Stock (ACI)

View all positions for Private Management Group

Top funds holding Swiss Helvetia Fund

Allspring Global Investments Holdings
Deschutes Portfolio Strategy
CSS
Gardner Russo & Gardner
Rivernorth Capital Management
Saba Capital Management
Shaker Financial Services
Karpus Investment Management
Blue Bell Private Wealth Management
Yakira Capital Management
Uncommon Cents Investing
Commonwealth Equity Services
Uhlmann Price Securities
Brooklyn Capital Management
Boothbay Fund Management

View all funds holding Swiss Helvetia Fund