Baloise stock falls after largest investor sold its stake

Published 25/04/2025, 10:54
© Reuters.

Investing.com -- Baloise’s shares tumbled 5.2% as the company’s largest investor, Cevian Capital, offloaded its 9.4% stake to Patria Genossenschaft, the principal shareholder of Helvetia.

This move comes on the heels of the recent announcement that Baloise will merge with Helvetia to form a new entity with a market value of approximately 18 billion Swiss francs.

The transaction, revealed on Friday, did not disclose the financial terms but marks a significant shift in Baloise’s shareholder structure.

Cevian Capital, a Swedish activist investor, became Baloise’s top shareholder last September by increasing its stake from 3.1% and had been pushing for changes within the group.

While Baloise’s stock experienced a decline during mid-morning trading, Helvetia’s shares remained steady. This merger, which was agreed upon earlier in the week, aims to establish

Helvetia Baloise Holding as a major industry player, poised to become Switzerland’s second-largest insurer with a 20% market share, trailing only behind Zurich Insurance Group (OTC:ZFSVF).

The new company will be listed on the SIX Swiss Exchange and is expected to leverage the combined strengths of both Baloise and Helvetia to enhance its market position.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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