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Total Return Securities Fund

SWZ
Exchange
NYSE
SEC CIK
0000813623

In the last 90 days, Total Return Securities Fund insiders filed 8 open-market purchases and 0 sales; 42 institutions reported holding it in 13F filings for Q2 2026, worth $32.0M in total; Gardner Russo & Quinn is the only superinvestor holding it.

Members of Congress who traded SWZ

No member of Congress has reported a trade in Total Return Securities Fund since 2020.

Source: U.S. House Clerk and Senate Office of Public Records (eFD). Amounts are the ranges filers report.