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Patria GenossenschaftDeclared Swiss shareholdings

Patria Genossenschaft: 3 Swiss companies with a declared holding, including Schweizerische National-Versicherungs-Gesellschaft AG, Helvetia Baloise Holding AG, Baloise Holding AG. Latest filing: 13.12.2025.

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Estimated value (CHF)
…
Swiss companies held
3
Largest position
96,29 %
Schweizerische National-Versicherungs-Gesellschaft AG
12-month trend
Net reducer
0 rate rises · 1 rate falls
Latest filing
13.12.2025
Active since 2000

Declared Swiss portfolio

Latest declared rate per company

Sector allocation

Share of companies held

Schweizerische National-Versicherungs-Gesellschaft AG

96,29 %15.10.2014

Helvetia Baloise Holding AG

22,67 %13.12.2025

Baloise Holding AG

9,49 %03.05.2025
How to read these figures?

Rates come from the 20 official filings published by SIX Exchange Regulation. A filing is only required when a threshold is crossed (3, 5, 10, 15, 20, 25, 33⅓, 50, 66⅔%): the actual position may have changed since.

Estimated value = shares held per the latest filing × latest CHF closing price. It is an indicative order of magnitude: the position may have changed without a new threshold being crossed, and holdings without a share count or a CHF price are not valued. Each company's mini-chart traces the successive declared rates.

This profile shows only what the declarant published. No external data is added to it.

Group structure

Shareholding disclosures are often filed jointly by several entities of the same group. The registry links them together: "Controls" lists the group entities declared alongside this shareholder, "Controlled by" the head entities. The figure is the number of joint disclosures, followed by the date of the most recent one.

Show group structure3 controls

Controls

Group entities linked to this shareholder in joint disclosures.

This mapping reflects observed disclosures; it does not necessarily indicate permanent legal control.

Disclosure behaviour

Upward and downward threshold crossings show direction, without measuring daily trades below legal thresholds.

90 days · Upward crossings

0

visible history: 16

90 days · Downward crossings

0

visible history: 0

First disclosure: 29.12.2000Last disclosure: 13.12.2025

Nature of disclosed positions

Derivatives, sale positions or lending may indicate a more complex strategy than a long equity holding.

Equity holdings
16
Sale positions
4

Latest shareholding disclosures

PurchaseShareholdings

Helvetia Baloise Holding AG

Patria Genossenschaft · Single shareholder

22.668%Voting rights acquired13.12.2025
Below thresholdShareholdings

Helvetia Baloise Holding AG

Patria Genossenschaft · Group of shareholders

3%Below threshold13.12.2025
PurchaseShareholdings

Baloise Holding AG

Patria Genossenschaft · Group of shareholders

9.494%Voting rights acquired03.05.2025
Show 17 older disclosures
Below thresholdShareholdings

Helvetia Baloise Holding AG

Patria Genossenschaft · Single shareholder

3%Below threshold26.04.2025
PurchaseShareholdings

Helvetia Baloise Holding AG

Patria Genossenschaft · Group of shareholders

34.344%Voting rights acquired26.04.2025
PurchaseShareholdings

Helvetia Baloise Holding AG

Patria Genossenschaft · Single shareholder

34.09%Voting rights acquired23.10.2020
Below thresholdShareholdings

Helvetia Baloise Holding AG

Patria Genossenschaft · Group of shareholders

3%Below threshold23.10.2020
PurchaseShareholdings

Helvetia Baloise Holding AG

Patria Genossenschaft · Group of shareholders

36.85%Voting rights acquired25.06.2020
PurchaseShareholdings

Helvetia Baloise Holding AG

Patria Genossenschaft · Single shareholder

34.09%Voting rights acquired19.09.2017
Below thresholdShareholdings

Helvetia Baloise Holding AG

Patria Genossenschaft · Group of shareholders

3%Below threshold19.09.2017
PurchaseShareholdings

Helvetia Baloise Holding AG

Patria Genossenschaft · Group of shareholders

38.1%Voting rights acquired05.11.2016
PurchaseShareholdings

Helvetia Baloise Holding AG

Patria Genossenschaft · Group of shareholders

38.1%Voting rights acquired09.09.2016
PurchaseShareholdings

Schweizerische National-Versicherungs-Gesellschaft AG

Patria Genossenschaft · Group of shareholders

96.29%Voting rights acquired15.10.2014
PurchaseShareholdings

Schweizerische National-Versicherungs-Gesellschaft AG

Patria Genossenschaft · Group of shareholders

18.81%Voting rights acquired11.07.2014
PurchaseShareholdings

Schweizerische National-Versicherungs-Gesellschaft AG

Patria Genossenschaft · Group of shareholders

17.7%Voting rights acquired21.12.2013
PurchaseShareholdings

Schweizerische National-Versicherungs-Gesellschaft AG

Patria Genossenschaft · Group of shareholders

12.05%Voting rights acquired31.08.2012
PurchaseShareholdings

Helvetia Baloise Holding AG

Patria Genossenschaft · Group of shareholders

45%Voting rights acquired18.09.2002
PurchaseShareholdings

Helvetia Baloise Holding AG

Patria Genossenschaft · Group of shareholders

48.8%Voting rights acquired25.05.2001
PurchaseShareholdings

Helvetia Baloise Holding AG

Patria Genossenschaft · Group of shareholders

38.9%Voting rights acquired05.01.2001
PurchaseShareholdings

Helvetia Baloise Holding AG

Patria Genossenschaft · Group of shareholders

50.9%Voting rights acquired29.12.2000

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Management purchases in this portfolio

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    These figures aggregate public disclosures. They are not investment advice.

    Common questions

    Which Swiss companies are in Patria Genossenschaft’s disclosed portfolio?

    Schweizerische National-Versicherungs-Gesellschaft AG, Helvetia Baloise Holding AG, Baloise Holding AG.

    What is Patria Genossenschaft’s latest disclosure?

    The latest available disclosure was published on 13.12.2025 and concerns Helvetia Baloise Holding AG. Threshold disclosures do not describe every purchase or sale.

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    Recent insider purchases

    What are insiders doing at companies disclosed by this shareholder?

    All purchases this week

    Insider barometer

    Compare insider purchases and sales across the Swiss stock exchange over 30 days.

    View the Swiss barometer

    These signals are not investment advice.