Zurich Insurance Group-ADRZURVY

13F holders, Q3 2025 (September 30)
14holders −4
0new positions
3sold out
$35.75avg. 13F price*

At the end of Q3 2025, 14 institutions reported holding Zurich Insurance Group-ADR (ZURVY) in their 13F filings, down 4 from Q2 2025. 0 opened new positions and 3 sold out. The largest holders were Mitchell Capital Management Co. ($3.5M), Rhumbline Advisers ($2.8M) and Yousif Capital Management, LLC ($1.4M).

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions0$0
Exits3$941K

All 13F filers, Q2 2025 → Q3 2025: 12,118 shares bought and 39,879 shares sold, net −27,761 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 14 holders

Mitchell Capital Management Co. 0.60% Add +6.7% 98,524 $3.5M
Rhumbline Advisers 0.00% Reduce -4.2% 79,200 $2.8M
Yousif Capital Management, LLC 0.02% Reduce -18.4% 39,946 $1.4M
Confluence Investment Management LLC 0.02% Add +6.3% 37,777 $1.4M
GAMMA Investing LLC 0.03% Add +17.1% 14,622 $523K
Canopy Partners, LLC 0.09% No change 7,460 $267K
PNC Financial Services Group, Inc. 0.00% Reduce -7.0% 3,088 $110K
Paradigm Asset Management Co. LLC 0.03% No change 3,086 $110K
Lanark Financial, Inc. 0.01% Reduce -13.4% 1,985 $71K
Westside Investment Management, Inc. 0.01% Add +100.0% 1,228 $44K
Main Street Group, LTD 0.01% No change 900 $32K
Salomon & Ludwin, LLC 0.00% Add +2481.8% 852 $31K
Hantz Financial Services, Inc. 0.00% Add +18.6% 344 $12K
Wealth Preservation Advisors, LLC 0.00% Add +55.2% 90 $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.