Vault-13

ZURICH INSURANCE GROUP AG ADR ZURVY

ADR · ADR · CUSIP 989825104

13 institutional holders +0 vs Q4 2024
306,099306.1k shares reported held*
$10.7mreported value*
1 new 6 added 2 reduced 1 sold out net sold ≈ $78.5k (-2.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $34.85.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

01020Q3 22: 15Q4 22: 13Q1 23: 14Q2 23: 18Q3 23: 19Q4 23: 17Q1 24: 17Q2 24: 19Q3 24: 13Q4 24: 13Q1 25: 1313Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202215
Q4 202213
Q1 202314
Q2 202318
Q3 202319
Q4 202317
Q1 202417
Q2 202419
Q3 202413
Q4 202413
Q1 202513

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q2 23: 9 bought or addedQ2 23: 3 cut or sold outQ3 23: 8 bought or addedQ3 23: 10 cut or sold outQ3 23Q4 23: 5 bought or addedQ4 23: 7 cut or sold outQ1 24: 7 bought or addedQ1 24: 6 cut or sold outQ1 24Q2 24: 7 bought or addedQ2 24: 6 cut or sold outQ3 24: 12 bought or addedQ3 24: 7 cut or sold outQ3 24Q4 24: 4 bought or addedQ4 24: 5 cut or sold outQ1 25: 7 bought or addedQ1 25: 3 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 202393
Q3 2023810
Q4 202357
Q1 202476
Q2 202476
Q3 2024127
Q4 202445
Q1 202573

Biggest buyers

RHUMBLINE ADVISERS Added +5,672+5.7k
MITCHELL CAPITAL MANAGEMENT CO Added +1,508+1.5k
GAMMA Investing LLC Added +760+760
YOUSIF CAPITAL MANAGEMENT, LLC Added +206+206
Brooklyn Investment Group New +95+95
CONFLUENCE INVESTMENT MANAGEMENT LLC Added +56+56
First Horizon Advisors, Inc. Added +46+46

Biggest sellers

SVB WEALTH LLC Sold out -10,127-10.1k
PNC Financial Services Group, Inc. Reduced -366-366
Canopy Partners, LLC Reduced -100-100

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MITCHELL CAPITAL MANAGEMENT CO 0.66% of their portfolio LEAWOOD, KS 98,85798.9k $3.4m $3.4m 0.66% Added +1.5k +1,508
2 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 82,51682.5k $2.9m $2.9m 0.00% Added +5.7k +5,672
3 YOUSIF CAPITAL MANAGEMENT, LLC 0.02% of their portfolio BLOOMFIELD HILLS, MI 45,58645.6k $1.6m $1.6m 0.02% Added +206 +206
4 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.02% of their portfolio ST. LOUIS, MO 34,87834.9k $1.2m $1.2m 0.02% Added +56 +56
5 SIT INVESTMENT ASSOCIATES INC 0.01% of their portfolio Minneapolis, MN 17,38417.4k $606.0k $606.0k 0.01% Unchanged
6 GAMMA Investing LLC 0.03% of their portfolio FOSTER CITY, CA 10,68110.7k $372.4k $372.4k 0.03% Added +760 +760
7 Canopy Partners, LLC 0.10% of their portfolio CINCINNATI, OH 7,4607.5k $260.1k $260.1k 0.10% Reduced -100 -100
8 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 3,8063.8k $132.7k $132.7k 0.00% Reduced -366 -366
9 PARADIGM ASSET MANAGEMENT CO LLC 0.03% of their portfolio NEW YORK, NY 3,0863.1k $107.6k $107.6k 0.03% Unchanged
10 Main Street Group, LTD 0.01% of their portfolio GLEN ALLEN, VA 900900 $31.4k $31.4k 0.01% Unchanged
11 First Horizon Advisors, Inc. 0.00% of their portfolio MEMPHIS, TN 560560 $19.5k $19.5k 0.00% Added +46 +46
12 HANTZ FINANCIAL SERVICES, INC. 0.00% of their portfolio SOUTHFIELD, MI 290290 $10.0k $10.0k 0.00% Unchanged
13 Brooklyn Investment Group 0.00% of their portfolio NEW YORK, NY 9595 $3.3k $3.3k 0.00% New