Zurich Insurance Group-ADRZURVY

13F holders, Q1 2024 (March 31)
17holders
$54.14avg. 13F price*

At the end of Q1 2024, 17 institutions reported holding Zurich Insurance Group-ADR (ZURVY) in their 13F filings. The largest holders were Silvercrest Asset Management Group LLC ($5.2M), Mitchell Capital Management Co. ($2.6M) and Rhumbline Advisers ($1.8M).

Company
Zurich Insurance Group-ADR
CUSIP
989825104
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q1 2024: 17Q1 2024Q2 2024: 19Q2 2024Q3 2024: 13Q3 2024Q4 2024: 13Q4 2024Q1 2025: 13Q1 2025Q2 2025: 18Q2 2025Q3 2025: 14Q3 2025Q4 2025: 18Q4 2025Q1 2026: 16Q1 2026Q2 2026: 16Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions2$232K
Exits2$5K

Ownership 17 holders

Silvercrest Asset Management Group LLC 0.04% Reduce -0.1% 95,955 $5.2M
Mitchell Capital Management Co. 0.50% Add +123.9% 47,914 $2.6M
Rhumbline Advisers 0.00% Add +15.1% 33,834 $1.8M
Sit Investment Associates Inc. 0.04% No change 32,900 $1.8M
Yousif Capital Management, LLC 0.01% Add +0.4% 24,956 $1.4M
Confluence Investment Management LLC 0.01% Add +0.2% 17,462 $947K
SVB Wealth LLC 0.01% Reduce -7.3% 6,390 $347K
Canopy Partners, LLC 0.10% New 3,910 $212K
GAMMA Investing LLC 0.03% Add +38.1% 2,772 $150K
PNC Financial Services Group, Inc. 0.00% Reduce -17.5% 1,838 $100K
Paradigm Asset Management Co. LLC 0.02% No change 1,593 $86K
Main Street Group, LTD 0.01% No change 450 $24K
Front Row Advisors LLC 0.01% New 363 $20K
First Horizon Advisors, Inc. 0.00% Reduce -24.3% 187 $10K
Hantz Financial Services, Inc. 0.00% No change 145 $8K
Salomon & Ludwin, LLC 0.00% No change 130 $7K
Motco 0.00% No change 30 $2K

"% of holder's portfolio" is ZURVY's weight in each manager's 13F, not the share of Zurich Insurance Group-ADR the manager owns.