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 20 institutions that hold shares in the stock, with a total of 339,746 shares, which have been reported (via 13F filing form) to have a value of $12.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mitchell Capital Management CO
|
Jul 25, 2025 Q2 2025 |
92,318
shares
|
$3.3 Million
0.65% of portfolio
|
Q2 2025
Reduced 6.61%
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
82,687
shares
|
$2.96 Million
0.0% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Yousif Capital Management, LLC
|
Jul 25, 2025 Q2 2025 |
48,946
shares
|
$1.75 Million
0.02% of portfolio
|
Q2 2025
Added 7.37%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
35,521
shares
|
$1.27 Million
0.02% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
18,700
shares
|
$668,712
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
17,384
shares
|
$621,651
0.01% of portfolio
|
Q3 2024
Reduced 47.16%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
12,485
shares
|
$446,463
0.03% of portfolio
|
Q2 2025
Added 16.89%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
9,296
shares
|
$332,424
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
7,460
shares
|
$266,769
0.1% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,672
shares
|
$131,310
0.12% of portfolio
|
Q2 2022
Added 6.9%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
3,320
shares
|
$118,723
0.0% of portfolio
|
Q2 2025
Reduced 12.77%
|
|
|
Paradigm Asset Management CO LLC
|
Aug 06, 2025 Q2 2025 |
3,086
shares
|
$110,355
0.04% of portfolio
|
Q3 2024
Added 93.72%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,291
shares
|
$81,926
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
900
shares
|
$32,184
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
614
shares
|
$21,956
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
590
shares
|
$21,098
0.0% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
290
shares
|
$10,370
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
95
shares
|
$3,397
0.0% of portfolio
|
Q2 2025
Added 83.16%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
58
shares
|
$2,074
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
33
shares
|
$1,180
0.0% of portfolio
|
Q2 2025
New holding
|