Purchases and Sales Made in Q2 2025 in Zurich Insurance Grp LTD Spons (ZURVY)
This table provides information about the institutional ownership of Zurich Insurance Grp LTD Spons (ZURVY) during Q2 2025. The information is specifically focused on institutions that hold shares of ZURICH INSURANCE GRP LTD SPONS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
9.3KNew |
$291K - $335K
|
9.3K
$335K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
3.36K+ 7.37% |
$105K - $121K
|
48.9K
$1.76M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.29KNew |
$71.8K - $82.6K
|
2.29K
$82.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.8K+ 16.89% |
$56.5K - $65K
|
12.5K
$449K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
643+ 1.84% |
$20.1K - $23.2K
|
35.5K
$1.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
614New |
$19.2K - $22.1K
|
614
$22.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
171+ 0.21% |
$5.36K - $6.16K
|
82.7K
$2.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
79+ 83.16% |
$2.47K - $2.85K
|
174
$6.26K
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
58New |
$1.82K - $2.09K
|
58
$2.09K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
33New |
$1.03K - $1.19K
|
33
$1.19K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
30+ 5.36% |
$940 - $1.08K
|
590
$21.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-486- 12.77% |
$15.2K - $17.5K
|
3.32K
$119K
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-6.54K- 6.61% |
$205K - $236K
|
92.3K
$3.32M
|
|