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Zurich Insurance Group (ZURVY)

CUSIP: 989825104 | US | Financial Services · Insurance - Diversified | Large Cap | 113 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Confluence Investment Management LLC41,918
0.0% of portfolio›$1.4M
Gamma Investing LLC18,777
0.0% of portfolio›$635.2K
Mitchell Capital Management Co7,854
0.0% of portfolio›$265.7K
Yousif Capital Management, LLC7,503
0.0% of portfolio›$254.8K
Canopy Partners, LLC7,400
0.1% of portfolio›$250.3K
First Command Advisory Services, Inc.3,682
0.0% of portfolio›$124.6K
Westside Investment Management, Inc.1,228
0.0% of portfolio›$42.3K
Main Street Group, LTD900
0.0% of portfolio›$30.4K
Ascentis Wealth Management, LLC200
0.0% of portfolio›$6.8K
Gleason Group, Inc.94
0.0% of portfolio›$3.2K
StyleTurnoverLocationFiled
Confluence Investment Management LLC
41,918$1.4M0.0%ValueMediumSt. Louis, MO2026-10-01
Gamma Investing LLC
18,777$635.2K0.0%IndexVery LowFoster City, CA2026-10-08
Mitchell Capital Management Co
7,854$265.7K0.0%MomentumMediumLeawood, KS2026-10-29
Yousif Capital Management, LLC
7,503$254.8K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Canopy Partners, LLC
7,400$250.3K0.1%GrowthLowCincinnati, OH2026-10-28
First Command Advisory Services, Inc.
3,682$124.6K0.0%IndexLowFort Worth, TX2026-11-05
Westside Investment Management, Inc.
1,228$42.3K0.0%GrowthLowSanta Monica, CA2026-11-02
Main Street Group, LTD
900$30.4K0.0%ETFMediumGlen Allen, VA2026-10-28
Ascentis Wealth Management, LLC
200$6.8K0.0%Agg GrowthLowDallas, TX2026-11-03
Gleason Group, Inc.
94$3.2K0.0%ETFVery LowProspect, KY2026-10-15