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 17 institutions that hold shares in the stock, with a total of 312,064 shares, which have been reported (via 13F filing form) to have a value of $11.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mitchell Capital Management CO
|
Nov 06, 2025 Q3 2025 |
98,524
shares
|
$3.55 Million
0.65% of portfolio
|
Q3 2025
Added 6.72%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
79,200
shares
|
$2.85 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Yousif Capital Management, LLC
|
Oct 14, 2025 Q3 2025 |
39,946
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2025
Reduced 18.39%
|
|
|
Confluence Investment Management LLC
|
Oct 14, 2025 Q3 2025 |
37,777
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
18,700
shares
|
$673,013
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
14,622
shares
|
$526,245
0.03% of portfolio
|
Q3 2025
Added 17.12%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
7,460
shares
|
$268,485
0.09% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,672
shares
|
$132,155
0.12% of portfolio
|
Q2 2022
Added 6.9%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,088
shares
|
$111,137
0.0% of portfolio
|
Q3 2025
Reduced 6.99%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 12, 2025 Q3 2025 |
3,086
shares
|
$111,065
0.04% of portfolio
|
Q3 2024
Added 93.72%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,985
shares
|
$71,440
0.01% of portfolio
|
Q3 2025
Reduced 13.36%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
1,228
shares
|
$44,195
0.01% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
900
shares
|
$32,391
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
852
shares
|
$30,663
0.0% of portfolio
|
Q3 2025
Added 2481.82%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
590
shares
|
$21,234
0.0% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
344
shares
|
$12,380
0.0% of portfolio
|
Q3 2025
Added 18.62%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
90
shares
|
$3,239
0.0% of portfolio
|
Q3 2025
Added 55.17%
|
|