Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / ADR
-
Number of holders
-
19
-
Total 13F shares, excl. options
-
337,959
-
Shares change
-
+67,130
-
Total reported value, excl. options
-
$18,030,581
-
Value change
-
+$3,582,417
-
Number of buys
-
7
-
Number of sells
-
-6
-
Price
-
$53.37
Significant Holders of ZURICH INSURANCE GROUP AG SPONSORED ADR - ADR (ZURVY) as of Q2 2024
20 filings reported holding ZURVY - ZURICH INSURANCE GROUP AG SPONSORED ADR - ADR as of Q2 2024.
ZURICH INSURANCE GROUP AG SPONSORED ADR - ADR (ZURVY) has 19 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 337,959 shares
.
Largest 10 shareholders include SILVERCREST ASSET MANAGEMENT GROUP LLC (98,853 shares), MERITAGE PORTFOLIO MANAGEMENT (64,027 shares), MITCHELL CAPITAL MANAGEMENT CO (48,332 shares), RHUMBLINE ADVISERS (36,251 shares), SIT INVESTMENT ASSOCIATES INC (32,900 shares), YOUSIF CAPITAL MANAGEMENT, LLC (23,526 shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (17,757 shares), SVB WEALTH LLC (5,043 shares), Canopy Partners, LLC (3,790 shares), and GAMMA Investing LLC (2,635 shares).
This table shows the top 19 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.