Confluence Investment Management LLC Zurich Insurance Grp LTD Spons Transaction History

Confluence Investment Management LLC

$6.81 Billion
Q2 2025

A detailed history of Confluence Investment Management LLC transactions in Zurich Insurance Grp LTD Spons stock. As of the latest transaction made, Confluence Investment Management LLC holds 35,521 shares of ZURVY stock, worth $1.21 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

35,521

Previous 34,878 1.84%

Holding current value

$1.21 Million

Previous $1.23 Million 0.41%

% of portfolio

0.02%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 01, 2025	BUY	$31.32 - $36.04 $20,138 - $23,173	643 Added 1.84%	35,521 $1.23 Million
Q1 2025 Apr 01, 2025	BUY	$28.72 - $35.26 $1,608 - $1,974	56 Added 0.16%	34,878 $1.23 Million
Q4 2024 Jan 02, 2025	BUY	$29.2 - $31.87 $2,394 - $2,613	82 Added 0.24%	34,822 $1.03 Million
Q3 2024 Oct 31, 2024	BUY	$28.14 - $55.95 $477,901 - $950,198	16,983 Added 95.64%	34,740 $1.05 Million
Q2 2024 Jul 01, 2024	BUY	$48.07 - $54.64 $14,180 - $16,118	295 Added 1.69%	17,757 $947,000
Q1 2024 Apr 01, 2024	SELL	$49.09 - $55.47 $46,782 - $52,862	-953 Reduced 5.18%	17,462 $946,000
Q4 2023 Nov 05, 2024	SELL	$44.67 - $52.4 $773,416 - $907,253	-17,314 Reduced 49.84%	17,426 $911,000
Q3 2023 Oct 10, 2023	SELL	$45.52 - $49.25 $9,012 - $9,751	-198 Reduced 1.06%	18,415 $843,000
Q1 2023 Apr 04, 2023	BUY	$43.25 - $49.63 $6,098 - $6,997	141 Added 0.76%	18,613 $890,000
Q4 2022 Jan 03, 2023	SELL	$19.46 - $48.69 $2,490 - $6,232	-128 Reduced 0.69%	18,472 $884,000
Q3 2022 Oct 03, 2022	SELL	$19.9 - $23.51 $1,989 - $2,351	-100 Reduced 0.53%	18,600 $740,000
Q2 2022 Jul 12, 2022	BUY	$20.85 - $24.98 $708 - $849	34 Added 0.18%	18,700 $814,000
Q1 2022 Apr 04, 2022	BUY	$20.79 - $24.83 $288,294 - $344,317	13,867 Added 288.96%	18,666 $919,000
Q4 2021 Jan 04, 2022	BUY	$20.58 - $22.67 $98,763 - $108,793	4,799 New	4,799 $211,000

Others Institutions Holding ZURVY

# of Institutions

Shares Held

330K

Call Options Held

Put Options Held

View Full List

About ZURICH INSURANCE GRP LTD SPONS

Ticker ZURVY
Sector Financial Services
Industry Insurance—Diversified
Shares Outstandng 1,482,909,952
Market Cap $50.7B

More about ZURVY

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Confluence Investment Management LLC Zurich Insurance Grp LTD Spons Transaction History