Zurich Insurance Group Ag (ZURVY)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
15
Reporting holders
$11.1M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| RHUMBLINE ADVISERS | $4.5M | 121,555 | 0.00% | 13q | +9.3%+$381.4K |
| MITCHELL CAPITAL MANAGEMENT CO | $3.5M | 94,575 | 0.53% | 17q | -2.8%-$102.6K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $1.5M | 41,635 | 0.02% | 19q | -3.1%-$48.6K |
| GAMMA Investing LLC | $642.5K | 17,374 | 0.02% | 11q | +11.7%+$67.0K |
| YOUSIF CAPITAL MANAGEMENT, LLC | $291.5K | 7,857 | 0.00% | 19q | -80.3%-$1.2M |
| Canopy Partners, LLC | $273.7K | 7,400 | 0.08% | 10q | -2.4%-$6.7K |
| PARADIGM ASSET MANAGEMENT CO LLC | $107.2K | 2,900 | 0.02% | 19q | +4.1%+$4.2K |
| PNC Financial Services Group, Inc. | $105.5K | 2,854 | 0.00% | 31q | +6.5%+$6.4K |
| Salomon & Ludwin, LLC | $51.5K | 1,388 | 0.00% | 5q | +20.2%+$8.7K |
| Westside Investment Management, Inc. | $45.4K | 1,228 | 0.01% | 5q | HELD |
| Main Street Group, LTD | $33.3K | 900 | 0.01% | 2q | HELD |
| IMA Advisory Services, Inc. | $7.4K | 199 | 0.00% | 3q | +59.2%+$2.7K |
| Gleason Group, Inc. | $3.5K | 94 | 0.00% | new | NEW |
| First Command Advisory Services, Inc. | $3.3K | 88 | 0.00% | 2q | +319.0%+$2.5K |
| Ancora Advisors LLC | $1.9K | 52 | 0.00% | 3q | -79.1%-$7.3K |
| HANTZ FINANCIAL SERVICES, INC. | $12 | 313 | 0.00% | 9q | -3.4% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 15 | $11.1M | 300,099 | 1 | 7 | 5 | 0.0% |
| Q1 2026 | 15 | $11.5M | 325,684 | 2 | 3 | 7 | 0.0% |
| Q4 2025 | 18 | $12.2M | 323,222 | 5 | 6 | 2 | 0.0% |
| Q3 2025 | 13 | $10.3M | 288,758 | 0 | 6 | 4 | 0.0% |
| Q2 2025 | 15 | $10.4M | 297,488 | 4 | 5 | 2 | 0.0% |
| Q1 2025 | 11 | $10.1M | 288,425 | 1 | 4 | 2 | 0.0% |
| Q4 2024 | 11 | $8.6M | 290,675 | 1 | 2 | 3 | 0.0% |
| Q3 2024 | 10 | $8.4M | 278,063 | 0 | 10 | 0 | 0.0% |
| Q2 2024 | 16 | $12.8M | 240,887 | 2 | 4 | 5 | 0.0% |
| Q1 2024 | 15 | $12.9M | 237,784 | 2 | 3 | 3 | 0.0% |
| Q4 2023 | 14 | $10.6M | 202,756 | 0 | 4 | 3 | 0.0% |
| Q3 2023 | 16 | $9.4M | 204,977 | 2 | 5 | 7 | 0.0% |
| Q2 2023 | 14 | $63.7M | 1,341,473 | 3 | 6 | 3 | 0.0% |
| Q1 2023 | 10 | $60.6M | 1,267,304 | 1 | 2 | 4 | 0.0% |
| Q4 2022 | 9 | $62.9M | 1,313,998 | 0 | 2 | 3 | 0.0% |
| Q3 2022 | 13 | $54.8M | 1,376,832 | 2 | 5 | 2 | 0.0% |
| Q2 2022 | 16 | $61.0M | 1,401,000 | 5 | 4 | 2 | 0.0% |
| Q1 2022 | 11 | $67.3M | 1,366,089 | 0 | 4 | 2 | 0.0% |
| Q4 2021 | 14 | $58.4M | 1,327,145 | 3 | 5 | 1 | 0.0% |
| Q3 2021 | 12 | $54.9M | 1,335,909 | 2 | 3 | 3 | 0.0% |
| Q2 2021 | 16 | $53.7M | 1,333,115 | 2 | 1 | 6 | 0.0% |
| Q1 2021 | 16 | $154.6M | 3,601,759 | 3 | 3 | 2 | 0.0% |
| Q4 2020 | 16 | $150.7M | 3,570,190 | 5 | 2 | 4 | 0.0% |
| Q3 2020 | 12 | $113.4M | 3,255,823 | 2 | 1 | 5 | 0.0% |
| Q2 2020 | 12 | $120.0M | 3,403,732 | 0 | 2 | 4 | 0.0% |
| Q1 2020 | 15 | $133.4M | 3,779,826 | 3 | 3 | 5 | 0.0% |
| Q4 2019 | 17 | $163.5M | 3,988,428 | 3 | 4 | 4 | 0.0% |
| Q3 2019 | 14 | $155.7M | 4,065,397 | 2 | 5 | 5 | 0.0% |
| Q2 2019 | 13 | $140.8M | 4,041,069 | 0 | 3 | 5 | 0.0% |
| Q1 2019 | 13 | $126.4M | 3,823,414 | 2 | 3 | 3 | 0.0% |
| Q4 2018 | 12 | $119.1M | 3,995,942 | 0 | 0 | 0 | 0.0% |