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 330,721 shares, which have been reported (via 13F filing form) to have a value of $10.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mitchell Capital Management CO
|
Feb 05, 2025 Q4 2024 |
97,349
shares
|
$3.05 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Rhumbline Advisers
Boston, MA |
Jan 30, 2025 Q4 2024 |
76,844
shares
|
$2.41 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Yousif Capital Management, LLC
|
Jan 27, 2025 Q4 2024 |
45,380
shares
|
$1.42 Million
0.02% of portfolio
|
Q3 2024
Added 92.89%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
34,822
shares
|
$1.09 Million
0.01% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
18,700
shares
|
$586,432
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
17,384
shares
|
$545,162
0.01% of portfolio
|
Q3 2024
Reduced 47.16%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
10,127
shares
|
$317,582
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
9,921
shares
|
$311,122
0.03% of portfolio
|
Q4 2024
Added 36.75%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Feb 13, 2025 Q4 2024 |
7,560
shares
|
$237,081
0.09% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
4,172
shares
|
$130,833
0.0% of portfolio
|
Q4 2024
Added 14.71%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,672
shares
|
$115,153
0.12% of portfolio
|
Q2 2022
Added 6.9%
|
|
|
Paradigm Asset Management CO LLC
|
Feb 03, 2025 Q4 2024 |
3,086
shares
|
$96,776
0.04% of portfolio
|
Q3 2024
Added 93.72%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
900
shares
|
$28,224
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
514
shares
|
$16,119
0.0% of portfolio
|
Q4 2024
Reduced 7.05%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
290
shares
|
$9,094
0.0% of portfolio
|
Q3 2024
Added 100.0%
|