Institutional Ownership Zurich Insurance Grp LTD Spons (ZURVY)
This table provides information about the institutional ownership of Zurich Insurance Grp LTD Spons (ZURVY). We have compiled data on the 15 institutions that hold shares in the stock, with a total of 441,008 shares, which have been reported (via 13F filing form) to have a value of $14 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
122,899
shares
|
$3.9 Million
0.23% of portfolio
|
Q3 2024
Added 91.95%
|
|
|
Mitchell Capital Management CO
|
Nov 12, 2024 Q3 2024 |
98,005
shares
|
$3.11 Million
0.54% of portfolio
|
Q3 2024
Added 102.77%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 12, 2024 Q3 2024 |
76,887
shares
|
$2.44 Million
0.0% of portfolio
|
Q3 2024
Added 112.1%
|
|
|
Yousif Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
45,380
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2024
Added 92.89%
|
|
|
Confluence Investment Management LLC
|
Oct 31, 2024 Q3 2024 |
34,740
shares
|
$1.1 Million
0.01% of portfolio
|
Q4 2023
Reduced 49.84%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
18,700
shares
|
$593,351
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
17,384
shares
|
$551,594
0.01% of portfolio
|
Q3 2024
Reduced 47.16%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
7,620
shares
|
$241,782
0.1% of portfolio
|
Q3 2024
Added 101.06%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
7,255
shares
|
$230,201
0.02% of portfolio
|
Q3 2024
Added 175.33%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,672
shares
|
$116,512
0.12% of portfolio
|
Q2 2022
Added 6.9%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
3,637
shares
|
$115,402
0.0% of portfolio
|
Q3 2024
Added 103.64%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 05, 2024 Q3 2024 |
3,086
shares
|
$97,918
0.03% of portfolio
|
Q3 2024
Added 93.72%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
900
shares
|
$28,557
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
553
shares
|
$17,546
0.0% of portfolio
|
Q3 2024
Added 195.72%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
290
shares
|
$9,201
0.0% of portfolio
|
Q3 2024
Added 100.0%
|