Zurich Insurance Group-ADRZURVY
13F holders, Q4 2025 (December 31)18holders +4
4new positions
1sold out
$37.76avg. 13F price*
At the end of Q4 2025, 18 institutions reported holding Zurich Insurance Group-ADR (ZURVY) in their 13F filings, up 4 from Q3 2025. 4 opened new positions and 1 sold out. The largest holders were Rhumbline Advisers ($4.0M), Mitchell Capital Management Co. ($3.7M) and Confluence Investment Management LLC ($1.5M).
- Company
- Zurich Insurance Group-ADR
- CUSIP
- 989825104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $230K |
| Exits | 1 | $32K |
All 13F filers, Q3 2025 → Q4 2025: 35,110 shares bought and 1,141 shares sold, net +33,969 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Rhumbline Advisers | 0.00% | Add +32.9% | 105,268 | $4.0M |
| Mitchell Capital Management Co. | 0.67% | Reduce -0.1% | 98,383 | $3.7M |
| Confluence Investment Management LLC | 0.02% | Add +3.9% | 39,261 | $1.5M |
| Yousif Capital Management, LLC | 0.02% | No change | 39,946 | $1.4M |
| GAMMA Investing LLC | 0.03% | Add +5.4% | 15,407 | $586K |
| Canopy Partners, LLC | 0.09% | Add +2.1% | 7,620 | $290K |
| HighPoint Advisor Group LLC | 0.00% | New | 5,656 | $215K |
| Paradigm Asset Management Co. LLC | 0.03% | No change | 3,086 | $117K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.8% | 3,002 | $114K |
| Lanark Financial, Inc. | 0.01% | Reduce -0.7% | 1,971 | $75K |
| Salomon & Ludwin, LLC | 0.00% | Add +57.6% | 1,343 | $51K |
| Westside Investment Management, Inc. | 0.01% | No change | 1,228 | $47K |
| Signature Equity Partners, LLC | 0.01% | — | 431 | $16K |
| Hantz Financial Services, Inc. | 0.00% | Add +9.3% | 376 | $14K |
| Ancora Advisors LLC | 0.00% | New | 249 | $9K |
| IMA Advisory Services, Inc. | 0.00% | New | 146 | $6K |
| Wealth Preservation Advisors, LLC | 0.00% | Add +41.1% | 127 | $5K |
| Murphy & Mullick Capital Management Corp | 0.00% | New | 2 | $76 |
"% of holder's portfolio" is ZURVY's weight in each manager's 13F, not the share of Zurich Insurance Group-ADR the manager owns.