ZURICH INSURANCE GROUP AG SPONSORED ADR - ZURVY
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RHUMBLINE ADVISERS | History | Added to | 105,268 | 4,003 | 0.0% | 0.0% | 1 | +26,068 | 32.91% | Q4 2025 | Feb 13, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | Reduced | 98,383 | 3,741 | 0.67% | 0.6% | 2 | -141 | -0.14% | Q4 2025 | Feb 10, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 39,261 | 1,493 | 0.02% | 0.02% | 3 | +1,484 | 3.93% | Q4 2025 | Jan 05, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 39,946 | 1,433 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| GAMMA Investing LLC | History | Added to | 15,407 | 585 | 0.03% | 0.03% | 5 | +785 | 5.37% | Q4 2025 | Jan 05, 2026 |
| Canopy Partners, LLC | History | Added to | 7,620 | 289 | 0.09% | 0.09% | 6 | +160 | 2.14% | Q4 2025 | Feb 12, 2026 |
| HighPoint Advisor Group LLC | History | New | 5,656 | 215 | 0.01% | — | 7 | +5,656 | New | Q4 2025 | Feb 04, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 3,086 | 117 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,002 | 114 | 0.0% | 0.0% | 9 | -86 | -2.78% | Q4 2025 | Feb 06, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 1,971 | 74 | 0.01% | 0.01% | 10 | -14 | -0.71% | Q4 2025 | Jan 29, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 1,343 | 50 | 0.0% | 0.0% | 11 | +491 | 57.63% | Q4 2025 | Jan 28, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,228 | 46 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Signature Equity Partners, LLC | History | New | 431 | 16 | 0.01% | — | 13 | +431 | New | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 376 | 14 | 0.0% | 0.0% | 14 | +32 | 9.3% | Q4 2025 | Feb 09, 2026 |
| Ancora Advisors LLC | History | New | 249 | 9 | 0.0% | — | 15 | +249 | New | Q4 2025 | Feb 17, 2026 |
| IMA Advisory Services, Inc. | History | New | 146 | 5 | 0.0% | — | 16 | +146 | New | Q4 2025 | Feb 11, 2026 |
| Wealth Preservation Advisors, LLC | History | Added to | 127 | 4 | 0.0% | 0.0% | 17 | +37 | 41.11% | Q4 2025 | Feb 23, 2026 |
| Corient Private Wealth LLC | History | New | 96 | 3 | 0.0% | — | 18 | +96 | New | Q4 2025 | Mar 09, 2026 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -900 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Murphy & Mullick Capital Management Corp | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 10, 2026 |