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Zurich Insurance Group (ZURVY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Confluence Investment Management LLC
INCREASED
Shares41,918 from 41,635
Change+283 (+1%)
Value$1.4M (-$121.6K)
Filed 2026-10-01
Gamma Investing LLC
INCREASED
Shares18,777 from 17,374
Change+1,403 (+8%)
Value$635.2K (-$7.3K)
Filed 2026-10-08
Mitchell Capital Management Co
DECREASED
Shares7,854 from 94,575
Change-86,721 (-92%)
Value$265.7K (-$3.2M)
Filed 2026-10-29
Yousif Capital Management, LLC
DECREASED
Shares7,503 from 7,857
Change-354 (-5%)
Value$254.8K (-$36.8K)
Filed 2026-10-22
Canopy Partners, LLC
UNCHANGED
Shares7,400 from 7,400
Change0 (0%)
Value$250.3K (-$23.3K)
Filed 2026-10-28
First Command Advisory Services, Inc.
INCREASED
Shares3,682 from 88
Change+3,594 (+4084%)
Value$124.6K (+$121.3K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
INCREASED
Shares3,031 from 2,854
Change+177 (+6%)
Value$102.5K (-$3.0K)
Filed 2026-11-06
Westside Investment Management, Inc.
UNCHANGED
Shares1,228 from 1,228
Change0 (0%)
Value$42.3K (-$3.1K)
Filed 2026-11-02
Main Street Group, LTD
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$30.4K (-$2.8K)
Filed 2026-10-28
Ascentis Wealth Management, LLC
NEW
Shares200
Change+200
Value$6.8K
Filed 2026-11-03
Gleason Group, Inc.
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$3.2K (-$296)
Filed 2026-10-15
Paradigm Asset Management Co LLC
CLOSED
Shares0 from 2,900
Change-2,900 (-100%)
Value$0 (-$107.2K)
Filed 2026-11-05
Salomon & Ludwin, LLC
CLOSED
Shares0 from 1,388
Change-1,388 (-100%)
Value$0 (-$51.6K)
Filed 2026-10-29
Rhumbline Advisers
N/A
Shares— from 121,555
Change-121,555 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 313
Change-313 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 199
Change-199 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 52
Change-52 (-100%)
Value—
Status
Confluence Investment Management LLC
INCREASED41,91841,635+283+1%$1.5M$1.4M-$121.6K2026-10-01
Gamma Investing LLC
INCREASED18,77717,374+1,403+8%$642.5K$635.2K-$7.3K2026-10-08
Mitchell Capital Management Co
DECREASED7,85494,575-86,721-92%$3.5M$265.7K-$3.2M2026-10-29
Yousif Capital Management, LLC
DECREASED7,5037,857-354-5%$291.5K$254.8K-$36.8K2026-10-22
Canopy Partners, LLC
UNCHANGED7,4007,40000%$273.7K$250.3K-$23.3K2026-10-28
First Command Advisory Services, Inc.
INCREASED3,68288+3,594+4084%$3.3K$124.6K+$121.3K2026-11-05
PNC Financial Services Group, Inc.
INCREASED3,0312,854+177+6%$105.5K$102.5K-$3.0K2026-11-06
Westside Investment Management, Inc.
UNCHANGED1,2281,22800%$45.4K$42.3K-$3.1K2026-11-02
Main Street Group, LTD
UNCHANGED90090000%$33.3K$30.4K-$2.8K2026-10-28
Ascentis Wealth Management, LLC
NEW200—+200——$6.8K—2026-11-03
Gleason Group, Inc.
UNCHANGED949400%$3.5K$3.2K-$2962026-10-15
Paradigm Asset Management Co LLC
CLOSED02,900-2,900-100%$107.2K$0-$107.2K2026-11-05
Salomon & Ludwin, LLC
CLOSED01,388-1,388-100%$51.6K$0-$51.6K2026-10-29
Rhumbline Advisers
N/A—121,555-121,555-100%$4.5M———
Hantz Financial Services, Inc.
N/A—313-313-100%$12———
IMA Advisory Services, Inc.
N/A—199-199-100%$7.4K———
Ancora Advisors LLCA
N/A—52-52-100%$1.9K———
Showing 17 of 17 institutions