Vault-13

ZURICH INSURANCE GROUP AG ADR ZURVY

ADR · ADR · CUSIP 989825104

16 institutional holders +0 vs Q1 2026
300,412300.4k shares reported held*
$11.1mreported value*
1 new 7 added 6 reduced 1 sold out net sold ≈ $946.6k (-25.6k 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 ≈ $36.99.

Trends to Q2 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: 16Q2 26: 1616Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 202616

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q3 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 25Q3 25: 7 bought or addedQ3 25: 7 cut or sold outQ4 25: 12 bought or addedQ4 25: 4 cut or sold outQ4 25Q1 26: 5 bought or addedQ1 26: 13 cut or sold outQ2 26: 8 bought or addedQ2 26: 7 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024127
Q4 202445
Q1 202573
Q2 2025112
Q3 202577
Q4 2025124
Q1 2026513
Q2 202687

Biggest buyers

RHUMBLINE ADVISERS Added +10,313+10.3k
GAMMA Investing LLC Added +1,813+1.8k
Salomon & Ludwin, LLC Added +233+233
PNC Financial Services Group, Inc. Added +173+173
PARADIGM ASSET MANAGEMENT CO LLC Added +114+114
Gleason Group, Inc. New +94+94
IMA Advisory Services, Inc. Added +74+74
First Command Advisory Services, Inc. Added +67+67

Biggest sellers

YOUSIF CAPITAL MANAGEMENT, LLC Reduced -32,089-32.1k
MITCHELL CAPITAL MANAGEMENT CO Reduced -2,774-2.8k
LANARK FINANCIAL, INC. Sold out -1,911-1.9k
CONFLUENCE INVESTMENT MANAGEMENT LLC Reduced -1,315-1.3k
Ancora Advisors LLC Reduced -197-197
Canopy Partners, LLC Reduced -180-180
HANTZ FINANCIAL SERVICES, INC. Reduced -11-11

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 121,555121.6k $4.5m $4.5m 0.00% Added +10.3k +10,313
2 MITCHELL CAPITAL MANAGEMENT CO 0.53% of their portfolio LEAWOOD, KS 94,57594.6k $3.5m $3.5m 0.53% Reduced -2.8k -2,774
3 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.02% of their portfolio ST. LOUIS, MO 41,63541.6k $1.5m $1.5m 0.02% Reduced -1.3k -1,315
4 GAMMA Investing LLC 0.02% of their portfolio FOSTER CITY, CA 17,37417.4k $642.5k $642.5k 0.02% Added +1.8k +1,813
5 YOUSIF CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BLOOMFIELD HILLS, MI 7,8577.9k $291.5k $291.5k 0.00% Reduced -32.1k -32,089
6 Canopy Partners, LLC 0.08% of their portfolio CINCINNATI, OH 7,4007.4k $273.7k $273.7k 0.08% Reduced -180 -180
7 PARADIGM ASSET MANAGEMENT CO LLC 0.02% of their portfolio NEW YORK, NY 2,9002.9k $107.2k $107.2k 0.02% Added +114 +114
8 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 2,8542.9k $105.5k $105.5k 0.00% Added +173 +173
9 Salomon & Ludwin, LLC 0.00% of their portfolio RICHMOND, VA 1,3881.4k $51.5k $51.5k 0.00% Added +233 +233
10 Westside Investment Management, Inc. 0.01% of their portfolio SANTA MONICA, CA 1,2281.2k $45.4k $45.4k 0.01% Unchanged
11 Main Street Group, LTD 0.01% of their portfolio GLEN ALLEN, VA 900900 $33.3k $33.3k 0.01% Unchanged
12 HANTZ FINANCIAL SERVICES, INC. 0.00% of their portfolio SOUTHFIELD, MI 313313 $12.0k $12.0k 0.00% Reduced -11 -11
13 IMA Advisory Services, Inc. 0.00% of their portfolio DENVER, CO 199199 $7.4k $7.4k 0.00% Added +74 +74
14 Gleason Group, Inc. 0.00% of their portfolio PROSPECT, KY 9494 $3.5k $3.5k 0.00% New
15 First Command Advisory Services, Inc. 0.00% of their portfolio FORT WORTH, TX 8888 $3.3k $3.3k 0.00% Added +67 +67
16 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 5252 $1.9k $1.9k 0.00% Reduced -197 -197