Zurich Insurance Group-ADRZURVY
13F holders, Q3 2024 (September 30)13holders −6
0new positions
6sold out
$30.17avg. 13F price*
At the end of Q3 2024, 13 institutions reported holding Zurich Insurance Group-ADR (ZURVY) in their 13F filings, down 6 from Q2 2024. 0 opened new positions and 6 sold out. The largest holders were Meritage Portfolio Management ($3.7M), Mitchell Capital Management Co. ($3.0M) and Rhumbline Advisers ($2.3M).
- Company
- Zurich Insurance Group-ADR
- CUSIP
- 989825104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 6 | $5.6M |
All 13F filers, Q2 2024 → Q3 2024: 7,995 shares bought and 265,277 shares sold, net −257,282 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| Meritage Portfolio Management | 0.23% | Reduce -4.0% | 122,899 | $3.7M |
| Mitchell Capital Management Co. | 0.52% | Add +1.4% | 98,005 | $3.0M |
| Rhumbline Advisers | 0.00% | Add +6.0% | 76,887 | $2.3M |
| Yousif Capital Management, LLC | 0.01% | Reduce -3.5% | 45,380 | $1.4M |
| Confluence Investment Management LLC | 0.01% | Reduce -2.2% | 34,740 | $1.0M |
| Sit Investment Associates Inc. | 0.01% | Reduce -73.6% | 17,384 | $524K |
| Canopy Partners, LLC | 0.10% | Add +0.5% | 7,620 | $230K |
| GAMMA Investing LLC | 0.02% | Add +37.7% | 7,255 | $219K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.8% | 3,637 | $110K |
| Paradigm Asset Management Co. LLC | 0.02% | Reduce -3.1% | 3,086 | $93K |
| Main Street Group, LTD | 0.01% | No change | 900 | $27K |
| First Horizon Advisors, Inc. | 0.00% | Add +47.9% | 553 | $17K |
| Hantz Financial Services, Inc. | 0.00% | No change | 290 | $9K |
"% of holder's portfolio" is ZURVY's weight in each manager's 13F, not the share of Zurich Insurance Group-ADR the manager owns.