Vault-13

ZURICH INSURANCE GROUP AG ADR ZURVY

ADR · ADR · CUSIP 989825104

16 institutional holders -3 vs Q4 2025
326,008326.0k shares reported held*
$11.6mreported value*
2 new 3 added 8 reduced 5 sold out net bought ≈ $85.6k (+2.4k 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 ≈ $35.44.

Trends to Q1 2026

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: 18Q3 25: 14Q4 25: 19Q1 26: 1616Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q3 202514
Q4 202519
Q1 202616

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q2 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 25Q2 25: 11 bought or addedQ2 25: 2 cut or sold outQ3 25: 7 bought or addedQ3 25: 7 cut or sold outQ3 25Q4 25: 12 bought or addedQ4 25: 4 cut or sold outQ1 26: 5 bought or addedQ1 26: 13 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202476
Q3 2024127
Q4 202445
Q1 202573
Q2 2025112
Q3 202577
Q4 2025124
Q1 2026513

Biggest buyers

RHUMBLINE ADVISERS Added +5,974+6.0k
CONFLUENCE INVESTMENT MANAGEMENT LLC Added +3,689+3.7k
Main Street Group, LTD New +900+900
GAMMA Investing LLC Added +154+154
First Command Advisory Services, Inc. New +21+21

Biggest sellers

HighPoint Advisor Group LLC Sold out -5,656-5.7k
MITCHELL CAPITAL MANAGEMENT CO Reduced -1,034-1.0k
Signature Equity Partners, LLC Sold out -431-431
PNC Financial Services Group, Inc. Reduced -321-321
PARADIGM ASSET MANAGEMENT CO LLC Reduced -300-300
Salomon & Ludwin, LLC Reduced -188-188
Wealth Preservation Advisors, LLC Sold out -127-127
Corient Private Wealth LP Sold out -96-96
LANARK FINANCIAL, INC. Reduced -60-60
HANTZ FINANCIAL SERVICES, INC. Reduced -52-52

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 111,242111.2k $4.0m $4.0m 0.00% Added +6.0k +5,974
2 MITCHELL CAPITAL MANAGEMENT CO 0.63% of their portfolio LEAWOOD, KS 97,34997.3k $3.5m $3.5m 0.63% Reduced -1.0k -1,034
3 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.02% of their portfolio ST. LOUIS, MO 42,95043.0k $1.5m $1.5m 0.02% Added +3.7k +3,689
4 YOUSIF CAPITAL MANAGEMENT, LLC 0.02% of their portfolio BLOOMFIELD HILLS, MI 39,94639.9k $1.4m $1.4m 0.02% Unchanged
5 GAMMA Investing LLC 0.03% of their portfolio FOSTER CITY, CA 15,56115.6k $552.6k $552.6k 0.03% Added +154 +154
6 Canopy Partners, LLC 0.09% of their portfolio CINCINNATI, OH 7,5807.6k $269.2k $269.2k 0.09% Reduced -40 -40
7 PARADIGM ASSET MANAGEMENT CO LLC 0.02% of their portfolio NEW YORK, NY 2,7862.8k $98.9k $98.9k 0.02% Reduced -300 -300
8 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 2,6812.7k $95.2k $95.2k 0.00% Reduced -321 -321
9 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 1,9111.9k $66.8k $66.8k 0.01% Reduced -60 -60
10 Westside Investment Management, Inc. 0.01% of their portfolio SANTA MONICA, CA 1,2281.2k $44.1k $44.1k 0.01% Unchanged
11 Salomon & Ludwin, LLC 0.00% of their portfolio RICHMOND, VA 1,1551.2k $41.5k $41.5k 0.00% Reduced -188 -188
12 Main Street Group, LTD 0.01% of their portfolio GLEN ALLEN, VA 900900 $32.0k $32.0k 0.01% New
13 HANTZ FINANCIAL SERVICES, INC. 0.00% of their portfolio SOUTHFIELD, MI 324324 $12.0k $12.0k 0.00% Reduced -52 -52
14 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 249249 $8.8k $8.8k 0.00% Unchanged
15 IMA Advisory Services, Inc. 0.00% of their portfolio DENVER, CO 125125 $4.4k $4.4k 0.00% Reduced -21 -21
16 First Command Advisory Services, Inc. 0.00% of their portfolio FORT WORTH, TX 2121 $746 $746 0.00% New