ZURICH INSURANCE GROUP AG SPONSORED ADR - ZURVY
Detailed investor-level table based on 13F positions.
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 | No change | 121,555 | 4,495 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | No change | 94,575 | 3,497 | 0.53% | 0.53% | 2 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 41,918 | 1,418 | 0.02% | 0.02% | 3 | +283 | 0.68% | Q3 2026 | Oct 01, 2026 |
| GAMMA Investing LLC | History | No change | 17,374 | 642 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 7,857 | 291 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Canopy Partners, LLC | History | No change | 7,400 | 273 | 0.08% | 0.08% | 6 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 2,900 | 107 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,854 | 105 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1,388 | 51 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,228 | 45 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Main Street Group, LTD | History | No change | 900 | 33 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 313 | 12 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMA Advisory Services, Inc. | History | No change | 199 | 7 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| First Command Advisory Services, Inc. | History | No change | 88 | 3 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gleason Group, Inc. | History | No change | 94 | 3 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ancora Advisors LLC | History | No change | 52 | 1 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |