Zurich Insurance Group-ADRZURVY
13F holders, Q2 2025 (June 30)18holders +5
5new positions
0sold out
$34.93avg. 13F price*
At the end of Q2 2025, 18 institutions reported holding Zurich Insurance Group-ADR (ZURVY) in their 13F filings, up 5 from Q1 2025. 5 opened new positions and 0 sold out. The largest holders were Mitchell Capital Management Co. ($3.2M), Rhumbline Advisers ($2.9M) and Yousif Capital Management, LLC ($1.7M).
- Company
- Zurich Insurance Group-ADR
- CUSIP
- 989825104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $429K |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 18,379 shares bought and 7,025 shares sold, net +11,354 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Mitchell Capital Management Co. | 0.60% | Reduce -6.6% | 92,318 | $3.2M |
| Rhumbline Advisers | 0.00% | Add +0.2% | 82,687 | $2.9M |
| Yousif Capital Management, LLC | 0.02% | Add +7.4% | 48,946 | $1.7M |
| Confluence Investment Management LLC | 0.02% | Add +1.8% | 35,521 | $1.2M |
| Sit Investment Associates Inc. | 0.01% | No change | 17,384 | $609K |
| GAMMA Investing LLC | 0.03% | Add +16.9% | 12,485 | $437K |
| Calydon Capital | 0.03% | New | 9,296 | $326K |
| Canopy Partners, LLC | 0.10% | No change | 7,460 | $261K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -12.8% | 3,320 | $116K |
| Paradigm Asset Management Co. LLC | 0.03% | No change | 3,086 | $108K |
| Lanark Financial, Inc. | 0.01% | New | 2,291 | $79K |
| Main Street Group, LTD | 0.01% | No change | 900 | $32K |
| Westside Investment Management, Inc. | 0.00% | New | 614 | $22K |
| First Horizon Advisors, Inc. | 0.00% | Add +5.4% | 590 | $21K |
| Hantz Financial Services, Inc. | 0.00% | No change | 290 | $10K |
| Brooklyn Investment Group | 0.00% | Add +83.2% | 174 | $6K |
| Wealth Preservation Advisors, LLC | 0.00% | New | 58 | $2K |
| Salomon & Ludwin, LLC | 0.00% | New | 33 | $1K |
"% of holder's portfolio" is ZURVY's weight in each manager's 13F, not the share of Zurich Insurance Group-ADR the manager owns.