DaveManuel.com · Institutional Ownership · Who Owns It
ZURICH INSURANCE GROUP AG SPON (ZURVY)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
16
Reporting holders
$11.1M
Reported value
0.0%
Calls
0.0%
Puts
+0
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| RHUMBLINE ADVISERS | $4.5M | 121,555 | 0.00% | 13q | +9.3%+$381.4K |
| MITCHELL CAPITAL MANAGEMENT CO | $3.5M | 94,575 | 0.53% | 17q | -2.8%-$102.6K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $1.5M | 41,635 | 0.02% | 19q | -3.1%-$48.6K |
| GAMMA Investing LLC | $642.5K | 17,374 | 0.02% | 11q | +11.7%+$67.0K |
| YOUSIF CAPITAL MANAGEMENT, LLC | $291.5K | 7,857 | 0.00% | 19q | -80.3%-$1.2M |
| Canopy Partners, LLC | $273.7K | 7,400 | 0.08% | 10q | -2.4%-$6.7K |
| PARADIGM ASSET MANAGEMENT CO LLC | $107.2K | 2,900 | 0.02% | 19q | +4.1%+$4.2K |
| PNC Financial Services Group, Inc. | $105.5K | 2,854 | 0.00% | 31q | +6.5%+$6.4K |
| Salomon & Ludwin, LLC | $51.5K | 1,388 | 0.00% | 5q | +20.2%+$8.7K |
| Westside Investment Management, Inc. | $45.4K | 1,228 | 0.01% | 5q | HELD |
| Main Street Group, LTD | $33.3K | 900 | 0.01% | 2q | HELD |
| HANTZ FINANCIAL SERVICES, INC. | $12.0K | 313 | 0.00% | 9q | -3.4% |
| IMA Advisory Services, Inc. | $7.4K | 199 | 0.00% | 3q | +59.2%+$2.7K |
| Gleason Group, Inc. | $3.5K | 94 | 0.00% | new | NEW |
| First Command Advisory Services, Inc. | $3.3K | 88 | 0.00% | 2q | +319.0%+$2.5K |
| Ancora Advisors LLC | $1.9K | 52 | 0.00% | 3q | -79.1%-$7.3K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 7 | $2.9M | 84,446 | 0 | 2 | 2 | 0.0% |
| Q2 2026 | 16 | $11.1M | 300,412 | 1 | 7 | 6 | 0.0% |
| Q1 2026 | 16 | $11.6M | 326,008 | 2 | 3 | 8 | 0.0% |
| Q4 2025 | 19 | $12.2M | 323,598 | 5 | 7 | 2 | 0.0% |
| Q3 2025 | 14 | $10.3M | 289,102 | 0 | 7 | 4 | 0.0% |
| Q2 2025 | 18 | $11.1M | 317,453 | 5 | 5 | 2 | 0.0% |
| Q1 2025 | 13 | $10.7M | 306,099 | 1 | 4 | 2 | 0.0% |
| Q4 2024 | 13 | $9.2M | 308,349 | 1 | 2 | 3 | 0.0% |
| Q3 2024 | 13 | $12.6M | 418,636 | 0 | 12 | 1 | 0.0% |
| Q2 2024 | 19 | $18.0M | 337,959 | 4 | 4 | 5 | 0.0% |
| Q1 2024 | 16 | $14.7M | 270,684 | 2 | 3 | 3 | 0.0% |
| Q4 2023 | 16 | $12.3M | 235,756 | 0 | 4 | 3 | 0.0% |
| Q3 2023 | 18 | $10.9M | 237,977 | 3 | 5 | 7 | 0.0% |
| Q2 2023 | 16 | $65.3M | 1,374,736 | 3 | 6 | 3 | 0.0% |
| Q1 2023 | 12 | $62.2M | 1,300,567 | 1 | 2 | 5 | 0.0% |
| Q4 2022 | 12 | $65.3M | 1,365,754 | 0 | 2 | 5 | 0.0% |
| Q3 2022 | 13 | $217.5M | 5,467,737 | 2 | 5 | 2 | 0.0% |
| Q2 2022 | 16 | $172.5M | 3,962,436 | 5 | 4 | 2 | 0.0% |
| Q1 2022 | 11 | $190.0M | 3,858,594 | 0 | 4 | 2 | 0.0% |
| Q4 2021 | 14 | $168.1M | 3,819,650 | 3 | 5 | 1 | 0.0% |
| Q3 2021 | 12 | $54.9M | 1,335,909 | 2 | 3 | 3 | 0.0% |
| Q2 2021 | 16 | $55.5M | 1,379,069 | 2 | 1 | 6 | 0.0% |
| Q1 2021 | 16 | $156.6M | 3,647,713 | 3 | 3 | 2 | 0.0% |
| Q4 2020 | 16 | $152.7M | 3,616,144 | 5 | 2 | 4 | 0.0% |
| Q3 2020 | 12 | $113.4M | 3,255,823 | 2 | 1 | 5 | 0.0% |
| Q2 2020 | 12 | $120.0M | 3,403,732 | 0 | 2 | 4 | 0.0% |
| Q1 2020 | 15 | $133.4M | 3,779,826 | 3 | 3 | 5 | 0.0% |
| Q4 2019 | 17 | $167.2M | 4,078,338 | 3 | 4 | 4 | 0.0% |
| Q3 2019 | 14 | $155.7M | 4,065,397 | 2 | 5 | 5 | 0.0% |
| Q2 2019 | 13 | $171.6M | 4,680,429 | 0 | 3 | 5 | 0.0% |
| Q1 2019 | 13 | $155.6M | 4,705,531 | 2 | 3 | 3 | 0.0% |
| Q4 2018 | 12 | $119.1M | 3,995,942 | 0 | 0 | 0 | 0.0% |