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 16 institutions that hold shares in the stock, with a total of 333,209 shares, which have been reported (via 13F filing form) to have a value of $11.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mitchell Capital Management CO
|
May 09, 2025 Q1 2025 |
98,857
shares
|
$3.4 Million
0.68% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
82,516
shares
|
$2.84 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.87%
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
45,586
shares
|
$1.57 Million
0.02% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
35,521
shares
|
$1.22 Million
0.02% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
18,700
shares
|
$643,280
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
17,384
shares
|
$598,009
0.01% of portfolio
|
Q3 2024
Reduced 47.16%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
12,485
shares
|
$429,484
0.03% of portfolio
|
Q2 2025
Added 16.89%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
May 07, 2025 Q1 2025 |
7,460
shares
|
$256,624
0.1% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,806
shares
|
$130,926
0.0% of portfolio
|
Q1 2025
Reduced 8.77%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,672
shares
|
$126,316
0.12% of portfolio
|
Q2 2022
Added 6.9%
|
|
|
Paradigm Asset Management CO LLC
|
May 05, 2025 Q1 2025 |
3,086
shares
|
$106,158
0.04% of portfolio
|
Q3 2024
Added 93.72%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,291
shares
|
$78,810
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
900
shares
|
$30,960
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
560
shares
|
$19,264
0.0% of portfolio
|
Q1 2025
Added 8.95%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
290
shares
|
$9,976
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
95
shares
|
$3,268
0.0% of portfolio
|
Q1 2025
New holding
|