Captrust Financial Advisors Zurich Insurance Grp LTD Spons Transaction History

Captrust Financial Advisors

$33 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 23, 2022	BUY	$20.85 - $24.98 $14,845 - $17,785	712 Added 19.44%	4,374 $190,000
Q1 2022 May 16, 2022	BUY	$20.79 - $24.83 $51,683 - $61,727	2,486 Added 211.39%	3,662 $180,000
Q4 2021 Feb 14, 2022	BUY	$20.58 - $22.67 $5,803 - $6,392	282 Added 31.54%	1,176 $52,000
Q3 2021 Nov 16, 2021	SELL	$19.32 - $22.3 $12,017 - $13,870	-622 Reduced 41.03%	894 $37,000
Q2 2021 Aug 16, 2021	SELL	$20.13 - $22.15 $45,554 - $50,125	-2,263 Reduced 59.88%	1,516 $61,000
Q1 2021 May 17, 2021	SELL	$19.92 - $21.87 $13,246 - $14,543	-665 Reduced 14.96%	3,779 $162,000
Q4 2020 Feb 16, 2021	BUY	$16.54 - $21.19 $7,244 - $9,281	438 Added 10.93%	4,444 $188,000
Q3 2020 Nov 17, 2020	BUY	$17.27 - $19.45 $69,183 - $77,916	4,006 New	4,006 $140,000

Others Institutions Holding ZURVY

# of Institutions

15

Shares Held

444K

Call Options Held

0

Put Options Held

0

About ZURICH INSURANCE GRP LTD SPONS

Ticker ZURVY
Sector Financial Services
Industry Insurance—Diversified
Shares Outstandng 1,482,909,952
Market Cap $44B

More about ZURVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.