Zurich Insurance Group-ADRZURVY
13F holders, Q1 2026 (March 31)16holders −2
2new positions
4sold out
$35.44avg. 13F price*
At the end of Q1 2026, 16 institutions reported holding Zurich Insurance Group-ADR (ZURVY) in their 13F filings, down 2 from Q4 2025. 2 opened new positions and 4 sold out. The largest holders were Rhumbline Advisers ($4.0M), Mitchell Capital Management Co. ($3.5M) 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $33K |
| Exits | 4 | $236K |
All 13F filers, Q4 2025 → Q1 2026: 10,738 shares bought and 8,232 shares sold, net +2,506 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| Rhumbline Advisers | 0.00% | Add +5.7% | 111,242 | $4.0M |
| Mitchell Capital Management Co. | 0.63% | Reduce -1.1% | 97,349 | $3.5M |
| Confluence Investment Management LLC | 0.02% | Add +9.4% | 42,950 | $1.5M |
| Yousif Capital Management, LLC | 0.02% | No change | 39,946 | $1.4M |
| GAMMA Investing LLC | 0.03% | Add +1.0% | 15,561 | $553K |
| Canopy Partners, LLC | 0.09% | Reduce -0.5% | 7,580 | $269K |
| Paradigm Asset Management Co. LLC | 0.02% | Reduce -9.7% | 2,786 | $99K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -10.7% | 2,681 | $95K |
| Lanark Financial, Inc. | 0.01% | Reduce -3.0% | 1,911 | $67K |
| Westside Investment Management, Inc. | 0.01% | No change | 1,228 | $44K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -14.0% | 1,155 | $41K |
| Main Street Group, LTD | 0.01% | New | 900 | $32K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -13.8% | 324 | $12K |
| Ancora Advisors LLC | 0.00% | No change | 249 | $9K |
| IMA Advisory Services, Inc. | 0.00% | Reduce -14.4% | 125 | $4K |
| First Command Advisory Services, Inc. | 0.00% | New | 21 | $746 |
"% of holder's portfolio" is ZURVY's weight in each manager's 13F, not the share of Zurich Insurance Group-ADR the manager owns.