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 18 institutions that hold shares in the stock, with a total of 293,056 shares, which have been reported (via 13F filing form) to have a value of $15.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2024 Q1 2024 |
95,955
shares
|
$5.04 Million
0.04% of portfolio
|
Q1 2024
Reduced 0.15%
|
|
|
Mitchell Capital Management CO
|
May 06, 2024 Q1 2024 |
47,914
shares
|
$2.52 Million
0.51% of portfolio
|
Q1 2024
Added 123.88%
|
|
|
Rhumbline Advisers
Boston, MA |
May 09, 2024 Q1 2024 |
33,834
shares
|
$1.78 Million
0.0% of portfolio
|
Q1 2024
Added 15.11%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 14, 2024 Q1 2024 |
32,900
shares
|
$1.73 Million
0.04% of portfolio
|
Q3 2019
Added 20.51%
|
|
|
Yousif Capital Management, LLC
|
Apr 26, 2024 Q1 2024 |
24,956
shares
|
$1.31 Million
0.02% of portfolio
|
Q1 2024
Added 0.4%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
18,700
shares
|
$983,059
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2024 Q1 2024 |
17,462
shares
|
$917,977
0.01% of portfolio
|
Q1 2024
Reduced 5.18%
|
|
|
Svb Wealth LLC
Boston, MA |
May 15, 2024 Q1 2024 |
6,390
shares
|
$335,922
0.01% of portfolio
|
Q1 2024
Reduced 7.28%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
May 15, 2024 Q1 2024 |
3,910
shares
|
$205,548
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,672
shares
|
$193,037
0.12% of portfolio
|
Q2 2022
Added 6.9%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 05, 2024 Q1 2024 |
2,772
shares
|
$145,724
0.03% of portfolio
|
Q1 2024
Added 38.12%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
1,838
shares
|
$96,623
0.0% of portfolio
|
Q1 2024
Reduced 17.47%
|
|
|
Paradigm Asset Management CO LLC
|
May 13, 2024 Q1 2024 |
1,593
shares
|
$83,744
0.03% of portfolio
|
Q3 2023
Reduced 46.78%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2024 Q1 2024 |
450
shares
|
$23,656
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 14, 2024 Q1 2024 |
363
shares
|
$19,082
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 26, 2024 Q1 2024 |
187
shares
|
$9,830
0.0% of portfolio
|
Q1 2024
Reduced 24.29%
|
|
|
Salomon & Ludwin, LLC
|
May 02, 2024 Q1 2024 |
130
shares
|
$6,834
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Motco
|
May 09, 2024 Q1 2024 |
30
shares
|
$1,577
0.0% of portfolio
|
Q3 2023
Reduced 51.61%
|
|