A detailed history of Svb Wealth LLC transactions in Zurich Insurance Grp LTD Spons stock. As of the latest transaction made, Svb Wealth LLC holds 6,390 shares of ZURVY stock, worth $335,666. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,390
Previous 6,892 7.28%
Holding current value
$335,666
Previous $360,000 3.89%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$49.09 - $55.47 $24,643 - $27,845
-502 Reduced 7.28%
6,390 $346,000
Q4 2023

Jan 30, 2024

BUY
$44.67 - $52.4 $57,356 - $67,281
1,284 Added 22.9%
6,892 $360,000
Q3 2023

Oct 23, 2023

SELL
$45.52 - $49.25 $24,398 - $26,398
-536 Reduced 8.72%
5,608 $256,000
Q2 2023

Jul 24, 2023

SELL
$46.41 - $50.05 $2,598 - $2,802
-56 Reduced 0.9%
6,144 $291,000
Q1 2023

May 12, 2023

BUY
$43.25 - $49.63 $30,621 - $35,138
708 Added 12.89%
6,200 $296,000
Q4 2022

Feb 10, 2023

SELL
$43.58 - $48.69 $78,008 - $87,155
-1,790 Reduced 24.58%
5,492 $262,000
Q3 2022

Nov 09, 2022

BUY
N/A
7,282 New
7,282 $289,000
Q2 2021

Aug 13, 2021

SELL
N/A
-5,120 Closed
0 $0
Q1 2021

May 11, 2021

BUY
N/A
5,120 New
5,120 $219,000

Others Institutions Holding ZURVY

About ZURICH INSURANCE GRP LTD SPONS


  • Ticker ZURVY
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,482,909,952
  • Market Cap $77.9B
More about ZURVY
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