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 699,180 shares, which have been reported (via 13F filing form) to have a value of $24.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
372,446
shares
|
$12.9 Million
0.06% of portfolio
|
Q1 2025
Reduced 97.13%
|
|
|
Mitchell Capital Management CO
|
Feb 05, 2025 Q4 2024 |
97,349
shares
|
$3.37 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Rhumbline Advisers
Boston, MA |
Apr 08, 2025 Q1 2025 |
82,516
shares
|
$2.85 Million
0.0% of portfolio
|
Q1 2025
Added 7.38%
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
45,586
shares
|
$1.58 Million
0.02% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
34,878
shares
|
$1.21 Million
0.02% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
18,700
shares
|
$646,833
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
17,384
shares
|
$601,312
0.01% of portfolio
|
Q3 2024
Reduced 47.16%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
10,127
shares
|
$350,292
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Feb 13, 2025 Q4 2024 |
7,560
shares
|
$261,500
0.09% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
4,172
shares
|
$144,309
0.0% of portfolio
|
Q4 2024
Added 14.71%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,672
shares
|
$127,014
0.12% of portfolio
|
Q2 2022
Added 6.9%
|
|
|
Paradigm Asset Management CO LLC
|
Feb 03, 2025 Q4 2024 |
3,086
shares
|
$106,744
0.04% of portfolio
|
Q3 2024
Added 93.72%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
900
shares
|
$31,131
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
514
shares
|
$17,779
0.0% of portfolio
|
Q4 2024
Reduced 7.05%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
290
shares
|
$10,031
0.0% of portfolio
|
Q3 2024
Added 100.0%
|