Zurich Insurance Group-ADRZURVY
13F holders, Q4 2024 (December 31)13holders
1new positions
1sold out
$29.70avg. 13F price*
At the end of Q4 2024, 13 institutions reported holding Zurich Insurance Group-ADR (ZURVY) in their 13F filings, unchanged from Q3 2024. 1 opened new positions and 1 sold out. The largest holders were Mitchell Capital Management Co. ($2.9M), Rhumbline Advisers ($2.3M) and Yousif Capital Management, LLC ($1.3M).
- Company
- Zurich Insurance Group-ADR
- CUSIP
- 989825104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $301K |
| Exits | 1 | $3.7M |
All 13F filers, Q3 2024 → Q4 2024: 13,410 shares bought and 123,697 shares sold, net −110,287 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| Mitchell Capital Management Co. | 0.51% | Reduce -0.7% | 97,349 | $2.9M |
| Rhumbline Advisers | 0.00% | Reduce -0.1% | 76,844 | $2.3M |
| Yousif Capital Management, LLC | 0.01% | No change | 45,380 | $1.3M |
| Confluence Investment Management LLC | 0.01% | Add +0.2% | 34,822 | $1.0M |
| Sit Investment Associates Inc. | 0.01% | No change | 17,384 | $516K |
| SVB Wealth LLC | 0.01% | New | 10,127 | $301K |
| GAMMA Investing LLC | 0.03% | Add +36.8% | 9,921 | $295K |
| Canopy Partners, LLC | 0.09% | Reduce -0.8% | 7,560 | $224K |
| PNC Financial Services Group, Inc. | 0.00% | Add +14.7% | 4,172 | $124K |
| Paradigm Asset Management Co. LLC | 0.03% | No change | 3,086 | $92K |
| Main Street Group, LTD | 0.01% | No change | 900 | $27K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -7.0% | 514 | $15K |
| 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.