Zurich Insurance Group-ADRZURVY
13F holders, Q2 2024 (June 30)19holders +2
3new positions
1sold out
$53.35avg. 13F price*
At the end of Q2 2024, 19 institutions reported holding Zurich Insurance Group-ADR (ZURVY) in their 13F filings, up 2 from Q1 2024. 3 opened new positions and 1 sold out. The largest holders were Silvercrest Asset Management Group LLC ($5.3M), Meritage Portfolio Management ($3.4M) and Mitchell Capital Management Co. ($2.6M).
- Company
- Zurich Insurance Group-ADR
- CUSIP
- 989825104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $3.4M |
| Exits | 1 | $7K |
All 13F filers, Q1 2024 → Q2 2024: 70,346 shares bought and 3,216 shares sold, net +67,130 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| Silvercrest Asset Management Group LLC | 0.04% | Add +3.0% | 98,853 | $5.3M |
| Meritage Portfolio Management | 0.22% | New | 64,027 | $3.4M |
| Mitchell Capital Management Co. | 0.45% | Add +0.9% | 48,332 | $2.6M |
| Rhumbline Advisers | 0.00% | Add +7.1% | 36,251 | $1.9M |
| Sit Investment Associates Inc. | 0.04% | No change | 32,900 | $1.8M |
| Yousif Capital Management, LLC | 0.01% | Reduce -5.7% | 23,526 | $1.3M |
| Confluence Investment Management LLC | 0.01% | Add +1.7% | 17,757 | $948K |
| SVB Wealth LLC | 0.01% | Reduce -21.1% | 5,043 | $269K |
| Canopy Partners, LLC | 0.09% | Reduce -3.1% | 3,790 | $202K |
| GAMMA Investing LLC | 0.02% | Reduce -4.9% | 2,635 | $141K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.8% | 1,786 | $95K |
| Paradigm Asset Management Co. LLC | 0.02% | No change | 1,593 | $85K |
| Main Street Group, LTD | 0.01% | No change | 450 | $24K |
| Front Row Advisors LLC | 0.01% | No change | 363 | $19K |
| Redwood Wealth Management Group, LLC | 0.01% | New | 200 | $11K |
| First Horizon Advisors, Inc. | 0.00% | No change | 187 | $10K |
| Hantz Financial Services, Inc. | 0.00% | No change | 145 | $8K |
| Westside Investment Management, Inc. | 0.00% | New | 91 | $5K |
| 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.