Vault-13

ZURICH INSURANCE GROUP AG ADR ZURVY

ADR · ADR · CUSIP 989825104

18 institutional holders +5 vs Q1 2025
317,453317.5k shares reported held*
$11.1mreported value*
5 new 6 added 2 reduced 0 sold out net bought ≈ $397.7k (+11.4k 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 ≈ $34.93.

Trends to Q2 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: 13Q2 25: 1818Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 202518

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q3 23: 8 bought or addedQ3 23: 10 cut or sold outQ4 23: 5 bought or addedQ4 23: 7 cut or sold outQ4 23Q1 24: 7 bought or addedQ1 24: 6 cut or sold outQ2 24: 7 bought or addedQ2 24: 6 cut or sold outQ2 24Q3 24: 12 bought or addedQ3 24: 7 cut or sold outQ4 24: 4 bought or addedQ4 24: 5 cut or sold outQ4 24Q1 25: 7 bought or addedQ1 25: 3 cut or sold outQ2 25: 11 bought or addedQ2 25: 2 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023810
Q4 202357
Q1 202476
Q2 202476
Q3 2024127
Q4 202445
Q1 202573
Q2 2025112

Biggest buyers

Calydon Capital New +9,296+9.3k
YOUSIF CAPITAL MANAGEMENT, LLC Added +3,360+3.4k
LANARK FINANCIAL, INC. New +2,291+2.3k
GAMMA Investing LLC Added +1,804+1.8k
CONFLUENCE INVESTMENT MANAGEMENT LLC Added +643+643
Westside Investment Management, Inc. New +614+614
RHUMBLINE ADVISERS Added +171+171
Brooklyn Investment Group Added +79+79
Wealth Preservation Advisors, LLC New +58+58
Salomon & Ludwin, LLC New +33+33

Biggest sellers

MITCHELL CAPITAL MANAGEMENT CO Reduced -6,539-6.5k
PNC Financial Services Group, Inc. Reduced -486-486

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MITCHELL CAPITAL MANAGEMENT CO 0.60% of their portfolio LEAWOOD, KS 92,31892.3k $3.2m $3.2m 0.60% Reduced -6.5k -6,539
2 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 82,68782.7k $2.9m $2.9m 0.00% Added +171 +171
3 YOUSIF CAPITAL MANAGEMENT, LLC 0.02% of their portfolio BLOOMFIELD HILLS, MI 48,94648.9k $1.7m $1.7m 0.02% Added +3.4k +3,360
4 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.02% of their portfolio ST. LOUIS, MO 35,52135.5k $1.2m $1.2m 0.02% Added +643 +643
5 SIT INVESTMENT ASSOCIATES INC 0.01% of their portfolio Minneapolis, MN 17,38417.4k $609.0k $609.0k 0.01% Unchanged
6 GAMMA Investing LLC 0.03% of their portfolio FOSTER CITY, CA 12,48512.5k $437.4k $437.4k 0.03% Added +1.8k +1,804
7 Calydon Capital 0.03% of their portfolio MEMPHIS, TN 9,2969.3k $325.6k $325.6k 0.03% New
8 Canopy Partners, LLC 0.10% of their portfolio CINCINNATI, OH 7,4607.5k $261.3k $261.3k 0.10% Unchanged
9 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 3,3203.3k $116.3k $116.3k 0.00% Reduced -486 -486
10 PARADIGM ASSET MANAGEMENT CO LLC 0.03% of their portfolio NEW YORK, NY 3,0863.1k $108.1k $108.1k 0.03% Unchanged
11 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 2,2912.3k $79.0k $79.0k 0.01% New
12 Main Street Group, LTD 0.01% of their portfolio GLEN ALLEN, VA 900900 $31.5k $31.5k 0.01% Unchanged
13 Westside Investment Management, Inc. 0.00% of their portfolio SANTA MONICA, CA 614614 $21.5k $21.5k 0.00% New
14 First Horizon Advisors, Inc. 0.00% of their portfolio MEMPHIS, TN 590590 $20.7k $20.7k 0.00% Added +30 +30
15 HANTZ FINANCIAL SERVICES, INC. 0.00% of their portfolio SOUTHFIELD, MI 290290 $10.0k $10.0k 0.00% Unchanged
16 Brooklyn Investment Group 0.00% of their portfolio NEW YORK, NY 174174 $6.1k $6.1k 0.00% Added +79 +79
17 Wealth Preservation Advisors, LLC 0.00% of their portfolio CHATTANOOGA, TN 5858 $2.0k $2.0k 0.00% New
18 Salomon & Ludwin, LLC 0.00% of their portfolio RICHMOND, VA 3333 $1.1k $1.1k 0.00% New