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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
| Address1 | 1201 F STREET, NW |
Address2 | SUITE 950 |
| City | WASHINGTON |
State | DC |
Zip Code | 20004 |
Country | USA |
3. Principal place of business (if different than line 2)
| City | Schaumburg |
State | IL |
Zip Code | 60196 |
Country | USA |
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5. Senate ID# 42193-12
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6. House ID# 307150000
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| TYPE OF REPORT | 8. Year | 2025 |
Q1 (1/1 - 3/31) | Q2 (4/1 - 6/30) | Q3 (7/1 - 9/30) | Q4 (10/1 - 12/31) |
9. Check if this filing amends a previously filed version of this report
| 10. Check if this is a Termination Report | Termination Date |
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11. No Lobbying Issue Activity |
| INCOME OR EXPENSES - YOU MUST complete either Line 12 or Line 13 | |||||||||
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| 12. Lobbying | 13. Organizations | ||||||||
| INCOME relating to lobbying activities for this reporting period was: | EXPENSE relating to lobbying activities for this reporting period were: | ||||||||
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| Provide a good faith estimate, rounded to the nearest $10,000, of all lobbying related income for the client (including all payments to the registrant by any other entity for lobbying activities on behalf of the client). | 14. REPORTING Check box to indicate expense accounting method. See instructions for description of options. | ||||||||
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Method A.
Reporting amounts using LDA definitions only
Method B. Reporting amounts under section 6033(b)(8) of the Internal Revenue Code Method C. Reporting amounts under section 162(e) of the Internal Revenue Code |
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| Signature | Digitally Signed By: Gregg Sheiowitz, Vice President, Head of Federal Affairs |
Date | 10/20/2025 7:30:42 PM |
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code INS
16. Specific lobbying issues
General discussions related to property and casualty insurance
General discussions related to cyber
General discussion related to an extension of the debt limit
General discussions on global insurers in the marketplace
Monitor and participate in discussions regarding data privacy and data breach proposals.
Discussions regarding autonomous vehicles.
General issues related to resilience and mitigation, as related to P&C insurance.
General discussions related to the Federal Insurance Office.
General discussions on the International Association of Insurance Supervisors.
General discussions related to artificial intelligence (AI) and machine learning.
General discussions related to the Driver's Privacy Protection Act.
General discussion related to cannabis legislation
General discussions on proposals regarding natural catastrophe-related policies, including FEMA.
General discussions related to surety.
General discussions related to Terrorism Risk Insurance Act (TRIA) reauthorization.
Monitor Public Health Services Act (PHSA), Internal Revenue Code (IRC), Employee Retirement Income Security Act (ERISA), and Affordable Care Act (ACA) developments.
General Discussions related to H.R. 1285/S. 570, Water Infrastructure Subcontractor and Taxpayer Protection Act of 2025
General discussions related to Surety bonding requirements by Dept. of Treasurys Surety Bond Branch.
Monitoring of House Energy and Commerce Committees RFI to Explore Data Privacy and Security Framework.
Monitor H.R. 1, One Big Beautiful Bill Act, and legislative and regulatory actions related to insurance, AI state moratorium provisions.
Monitor proposals to modernize the National Flood Insurance Program, and private risk transfer.
Monitoring of Administrations AI Action Plan.
Monitoring of the Artificial Intelligence Risk Evaluation Act of 2025.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, Treasury - Dept of, U.S. SENATE, Executive Office of the President (EOP), Homeland Security - Dept of (DHS), Commerce - Dept of (DOC), State - Dept of (DOS), Federal Housing Finance Agency (FHFA), Housing & Urban Development - Dept of (HUD), Natl Security Council (NSC)
18. Name of each individual who acted as a lobbyist in this issue area
| First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Gregg |
Sheiowitz |
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David |
Mork |
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Jeffrey |
Sands |
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Marcel |
Caldwell |
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Gary |
Whidby |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Zurich Insurance Group - interests are those of parent company.
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code TAX
16. Specific lobbying issues
Discussions regarding changes to the Inflation Reduction Act (P.L. 117-169), including the sections dealing with clean energy tax credits.
Monitor legislation and developments related to climate change
Monitor development of international tax proposals
Discussions related to life insurance
Monitor reports regarding US-Swiss tax treaty
General Discussion related to tariffs
Discussions related to Executive Orders regarding federal contractors, tariffs, climate policy.
General discussions related to H.R. 643, Federal Insurance Office Elimination Act
Monitor H.R. 1, One Big Beautiful Bill Act, and legislative and regulatory actions related to tax.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Treasury - Dept of, Executive Office of the President (EOP)
18. Name of each individual who acted as a lobbyist in this issue area
| First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Gregg |
Sheiowitz |
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David |
Mork |
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Jeffrey |
Sands |
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Gary |
Whidby |
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Marcel |
Caldwell |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Zurich Insurance Group - interests are those of parent company.
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code LBR
16. Specific lobbying issues
General discussions on apprenticeships
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Labor - Dept of (DOL), Commerce - Dept of (DOC)
18. Name of each individual who acted as a lobbyist in this issue area
| First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Gregg |
Sheiowitz |
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David |
Mork |
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Jeffrey |
Sands |
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Gary |
Whidby |
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Marcel |
Caldwell |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Zurich Insurance Group - interests are those of parent company.
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code AGR
16. Specific lobbying issues
General discussion related to 2025 Farm Bill
Monitor proposals related to Federal Crop Insurance Programs
Discussions related to EOs regarding federal contractors, tariffs, and government efficiency.
Discussions related to disaster relief as passed per H.R. 10545, American Relief Act, 2025.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Agriculture - Dept of (USDA), Risk Management Agency, Executive Office of the President (EOP)
18. Name of each individual who acted as a lobbyist in this issue area
| First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Gregg |
Sheiowitz |
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David |
Mork |
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Jeffrey |
Sands |
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Gary |
Whidby |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Zurich Insurance Group - interests are those of parent company.
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code TRD
16. Specific lobbying issues
General discussions related to export controls international trade and sanctions.
Discussions related to proposals to facilitate and promote competitive financial services markets.
Discussions on insourcing and foreign direct investment.
Support of House Global Investment Caucus.
General discussions in support of covered agreements.
General discussions related to a U.S. Swiss FTA.
General Discussions related to tariffs
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Treasury - Dept of, Executive Office of the President (EOP), Commerce - Dept of (DOC)
18. Name of each individual who acted as a lobbyist in this issue area
| First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Gregg |
Sheiowitz |
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David |
Mork |
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Jeffrey |
Sands |
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Gary |
Whidby |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Zurich Insurance Group - interests are those of parent company.
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code ENV
16. Specific lobbying issues
Monitor legislation and Regulatory Action related to climate risk finance.
Developments and proposals related to climate resiliency and sustainability.
Legislation and proposals regarding natural catastrophe-related policies.
Discussions related to Executive Orders regarding federal contractors, tariffs, climate policy.
Discussions related to disaster relief.
Monitoring of S.985, Prevent Regulatory Overreach from Turning Essential Companies into Targets (PROTECT USA) Act of 2025
Monitoring of H.R.471, Fix Our Forests Act
Monitor H.R. 1, One Big Beautiful Bill Act, and legislative and regulatory actions related to climate provisions.
General discussions related to H.R. 469 - Fixing Emergency Management for Americans (FEMA) Act of 2025 - Provisions related to mitigation and resilience.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, State - Dept of (DOS), Treasury - Dept of, Executive Office of the President (EOP)
18. Name of each individual who acted as a lobbyist in this issue area
| First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Gregg |
Sheiowitz |
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David |
Mork |
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Jeffrey |
Sands |
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Gary |
Whidby |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Zurich Insurance Group - interests are those of parent company.
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code LAW
16. Specific lobbying issues
Discussions related to HR 1109, Litigation Transparency Act of 2025
Discussions regarding the impact of Third-Party Litigation Financing.
General discussions related to third party litigation funding.
17. House(s) of Congress and Federal agencies Check if None
18. Name of each individual who acted as a lobbyist in this issue area
| First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Gregg |
Sheiowitz |
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David |
Mork |
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Jeffrey |
Sands |
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Gary |
Whidby |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Zurich Insurance Group - interests are those of parent company.
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code AUT
16. Specific lobbying issues
General discussions about electric vehicles
Monitoring of the Preventing Auto Recycling Theft (PART) Act
Monitoring of the FTC Redo Act
Monitor developments on Congressional Review Act legislation related to EPA actions: H.J. Res. 87 (P.L. 119-15), H.J. Res. 88 (P.L. 119-16), and H.J. Res. 89 (P.L. 119-17)
General discussions about Federal Trade Commission enforcement actions
Monitor legislation related to the EPA regulation titled Multi Pollutant Emissions Standards for Model Years 2027 and Later Light-Duty and Medium-Duty Vehicles
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Federal Trade Commission (FTC)
18. Name of each individual who acted as a lobbyist in this issue area
| First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Gregg |
Sheiowitz |
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David |
Mork |
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Jeffrey |
Sands |
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Gary |
Whidby |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Zurich Insurance Group - interests are those of parent company.
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code GOV
16. Specific lobbying issues
General Discussions related to a proposal by the Department of Justice related to updating the Foreign Agents Relations Act.
Monitor H.R. 10545 (118th Cong.), American Relief Act, 2025.
Discussions related to Executive Orders regarding federal contractors, tariffs, climate policy.
General discussions related to H.R. 643, Federal Insurance Office Elimination Act
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Treasury - Dept of, Securities & Exchange Commission (SEC)
18. Name of each individual who acted as a lobbyist in this issue area
| First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Gregg |
Sheiowitz |
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David |
Mork |
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Jeffrey |
Sands |
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Gary |
Whidby |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Zurich Insurance Group - interests are those of parent company.
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code ROD
16. Specific lobbying issues
Monitor implementation of the Infrastructure Investment and Jobs Act (P.L. 117-58).
Monitor developments on infrastructure legislation and large-scale infrastructure improvements.
General discussions around roadway safety.
Implementation of Community Disaster Resilience Zones (CDRZ) Act (P.L. 117-255).
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Executive Office of the President (EOP), Federal Emergency Management Agency (FEMA)
18. Name of each individual who acted as a lobbyist in this issue area
| First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Gregg |
Sheiowitz |
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David |
Mork |
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Jeffrey |
Sands |
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Gary |
Whidby |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Zurich Insurance Group - interests are those of parent company.
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code HCR
16. Specific lobbying issues
Discussions regarding supplemental excepted benefits and the Public Health Service Act
Discussions of Non-coordinated Excepted Benefits Coverage
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES
18. Name of each individual who acted as a lobbyist in this issue area
| First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Gregg |
Sheiowitz |
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David |
Mork |
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Jeffrey |
Sands |
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Gary |
Whidby |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Zurich Insurance Group - interests are those of parent company.
Information Update Page - Complete ONLY where registration information has changed.
20. Client new address
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21. Client new principal place of business (if different than line 20)
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22. New General description of client’s business or activities
LOBBYIST UPDATE
23. Name of each previously reported individual who is no longer expected to act as a lobbyist for the client
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ISSUE UPDATE
24. General lobbying issue that no longer pertains
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AFFILIATED ORGANIZATIONS
25. Add the following affiliated organization(s)
Internet Address:
| Name | Address |
Principal Place of Business (city and state or country) |
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26. Name of each previously reported organization that is no longer affiliated with the registrant or client
| 1 | 2 | 3 |
FOREIGN ENTITIES
27. Add the following foreign entities:
| Name | Address |
Principal place of business (city and state or country) |
Amount of contribution for lobbying activities | Ownership percentage in client | ||||||||||
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28. Name of each previously reported foreign entity that no longer owns, or controls, or is affiliated with the registrant, client or affiliated organization
| 1 | 3 | 5 |
| 2 | 4 | 6 |
CONVICTIONS DISCLOSURE
29. Have any of the lobbyists listed on this report been convicted in a Federal or State Court of an offense involving bribery,
extortion, embezzlement, an illegal kickback, tax evasion, fraud, a conflict of interest, making a false statement, perjury, or money laundering?
| Lobbyist Name | Description of Offense(s) |