SEC 13F Intelligence

ZURVYZurich Insurance Group Ag

CUSIP 989825104 · Yahoo Finance ↗ · Google Finance ↗

Zurich Insurance Group AG (ZURVY) has 16 institutional holders in Filings Flow’s 13F database, together reporting 326.0K shares worth $12M as of Q1 2026. The largest reported holders are Rhumbline Advisers, Mitchell Capital Management Co, and Confluence Investment Management LLC.

Institutional Holders
16
Q1 2026
Reported Value
$12M
Ticker
ZURVY
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 11Q4 ’18Q1 ’19: 12Q2 ’19: 12Q2 ’19Q3 ’19: 13Q2 ’21: 16Q2 ’21Q4 ’21: 15Q4 ’22: 12Q4 ’22Q4 ’25: 19Q1 ’26: 16Q1 ’26Q2 ’26: 2filingsflow.com
Total reported value
Q4 ’18: $119MQ4 ’18Q1 ’19: $156MQ2 ’19: $172MQ2 ’19Q3 ’19: $156MQ2 ’21: $148MQ2 ’21Q4 ’21: $168MQ4 ’22: $63MQ4 ’22Q4 ’25: $12MQ1 ’26: $12MQ1 ’26Q2 ’26: $2Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
MITCHELL CAPITAL MANAGEMENT CO$545M AUM0.63%$3M97.3KQ1 2026OLDER
Canopy Partners, LLC$291M AUM0.09%$269,1667.6KQ1 2026OLDER
CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM0.02%$2M41.6KQ2 2026
GAMMA Investing LLC$2.7B AUM0.02%$642,50917.4KQ2 2026
PARADIGM ASSET MANAGEMENT CO LLC$426M AUM0.02%$98,9312.8KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.02%$1M39.9KQ1 2026OLDER
HighPoint Advisor Group LLC$2.4B AUM0.01%$215,1145.7KQ4 2025OLDER
Main Street Group, LTD$340M AUM0.01%$31,959900Q1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.01%$16,391431Q4 2025OLDER
Westside Investment Management, Inc.$653M AUM0.01%$44,0721.2KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.01%$66,7561.9KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$41,4531.2KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$4M111.2KQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$4,823127Q4 2025OLDER
IMA Advisory Services, Inc.$1.0B AUM0.00%$4,438125Q1 2026OLDER
Ancora Advisors LLC$4.7B AUM0.00%$8,842249Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$95,2022.7KQ1 2026OLDER
Murphy & Mullick Capital Management Corp$135M AUM0.00%$762Q4 2025OLDER
First Command Advisory Services, Inc.$14.8B AUM0.00%$74621Q1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$3,65096Q4 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.