Zurich Insurance Group-ADRZURVY

13F holders, Q1 2025 (March 31)
13holders
1new positions
1sold out
$34.85avg. 13F price*

At the end of Q1 2025, 13 institutions reported holding Zurich Insurance Group-ADR (ZURVY) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were Mitchell Capital Management Co. ($3.4M), Rhumbline Advisers ($2.9M) and Yousif Capital Management, LLC ($1.6M).

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions1$3K
Exits1$301K

All 13F filers, Q4 2024 → Q1 2025: 8,343 shares bought and 10,593 shares sold, net −2,250 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 13 holders

Mitchell Capital Management Co. 0.66% Add +1.6% 98,857 $3.4M
Rhumbline Advisers 0.00% Add +7.4% 82,516 $2.9M
Yousif Capital Management, LLC 0.02% Add +0.5% 45,586 $1.6M
Confluence Investment Management LLC 0.02% Add +0.2% 34,878 $1.2M
Sit Investment Associates Inc. 0.01% No change 17,384 $606K
GAMMA Investing LLC 0.03% Add +7.7% 10,681 $372K
Canopy Partners, LLC 0.10% Reduce -1.3% 7,460 $260K
PNC Financial Services Group, Inc. 0.00% Reduce -8.8% 3,806 $133K
Paradigm Asset Management Co. LLC 0.03% No change 3,086 $108K
Main Street Group, LTD 0.01% No change 900 $31K
First Horizon Advisors, Inc. 0.00% Add +8.9% 560 $20K
Hantz Financial Services, Inc. 0.00% No change 290 $10K
Brooklyn Investment Group 0.00% New 95 $3K

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